NANR vs SCHB

ANANR

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$21,370NANR · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.70%NANR · $170 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common4.2%NANR and SCHB

NANR

SCHB

State Street SPDR S&P North American Natural Resources ETF · $795MSchwab U.S. Broad Market ETF · $43.2B

+21.4%3 years · per year$17,874 · $17,991+21.6%

+16.4%5 years · per year$21,370 · $16,377+10.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.70%12-mo yield$170 · $109 on $10k1.09%

−12.3%Worst dropSmaller wins−8.9%

19.6%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNANR · SCHB

11.0%XOM1.0%

7.7%CVX0.6%

3.0%COP0.2%

4.1%NEM0.2%

Held in common4.2%

End-of-day Nov 6, 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	ANANR	State Street SPDR S&P North American Natural Resources ETFRead Desk		0.35%	1.70%	+0.8%	+23.6%	+36.1%	+21.4%	+16.4%	−12.3%	$795M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ANANR	State Street SPDR S&P North American Natural Resources ETFRead Desk		0.35%	1.70%	+0.8%	+23.6%	+36.1%	+21.4%	+16.4%	−12.3%	$795M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NANR vs SCHB

NANR

SPDR S&P North American Natural Resources

$21,370

SCHB

Schwab U.S. Broad Market

$16,377

MeasureNANRSCHB

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.70%1.09%

5 years, per year+16.4%+10.4%

3 years, per year+21.4%+21.6%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y19.6%13.8%

4–2measures won
SCHB first

4.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: NANR, SCHB

Today

4.2%most shared, NANR and SCHB

NANRSCHB

NANR—4.2%

SCHB4.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, NANR

NANR$170 − $35 = $135

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee