OEF vs SCHB

AOEF

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$18,137OEF · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common65.3%OEF and SCHB

OEF

SCHB

iShares S&P 100 ETF · $19.4BSchwab U.S. Broad Market ETF · $43.2B

+23.2%3 years · per year$18,709 · $17,991+21.6%

+12.6%5 years · per year$18,137 · $16,377+10.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $109 on $10k1.09%

−10.9%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOEF · SCHB

10.8%AAPL7.1%

9.5%NVDA6.2%

8.6%MSFT5.6%

5.5%AMZN3.6%

Held in common65.3%

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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$19.4B
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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$19.4B
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

OEF vs SCHB

OEF

iShares S&P 100

$18,137

SCHB

Schwab U.S. Broad Market

$16,377

MeasureOEFSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.90%1.09%

5 years, per year+12.6%+10.4%

3 years, per year+23.2%+21.6%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y14.7%13.8%

4–2measures won
SCHB first

65.3%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OEF, SCHB

Today

65.3%most shared, OEF and SCHB

OEFSCHB

OEF—65.3%

SCHB65.3%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

OEF$90 − $20 = $70

KeptFee

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