LSAF vs SCHB

ALSAF

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,041LSAF · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common4.1%LSAF and SCHB

LSAF

SCHB

LeaderSharesTM AlphaFactor US Core Equity ETF · $133MSchwab U.S. Broad Market ETF · $44.9B

+25.3%3 years · per year$19,671 · $19,056+24.0%

+12.5%5 years · per year$18,041 · $17,270+11.5%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.53%12-mo yield$53 · $104 on $10k1.04%

−6.6%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSAF · SCHB

0.9%C0.3%

1.0%DIS0.3%

1.1%COP0.2%

0.7%DELL0.2%

Held in common4.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+2.6%	+29.9%	+33.9%	+25.3%	+12.5%	−6.6%	$133M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+2.6%	+29.9%	+33.9%	+25.3%	+12.5%	−6.6%	$133M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSAF vs SCHB

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$18,041

SCHB

Schwab U.S. Broad Market

$17,270

MeasureLSAFSCHB

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.53%1.04%

5 years, per year+12.5%+11.5%

3 years, per year+25.3%+24.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y14.3%13.1%

3–3measures won
level

4.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LSAF, SCHB

Today

4.1%most shared, LSAF and SCHB

LSAFSCHB

LSAF—4.1%

SCHB4.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

LSAF$53 − $75 = −$22

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee