ONEY vs SCHB

AONEY

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · ONEY $16,806

Lowest cost0.03%SCHB · $3 on $10k

Most income2.76%ONEY · $276 on $10k

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

Held in common7.0%ONEY and SCHB

ONEY

SCHB

State Street SPDR Russell 1000 Yield Focus ETF · $679MSchwab U.S. Broad Market ETF · $44.0B

+20.4%3 years · per year$17,447 · $19,056+24.0%

+10.9%5 years · per year$16,805 · $17,270+11.5%

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

2.76%12-mo yield$276 · $104 on $10k1.04%

−9.1%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · SCHB

2.1%ACN0.2%

3.8%PGR0.2%

1.1%MO0.2%

2.1%CMCSA0.1%

Held in common7.0%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$679M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$679M

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

ONEY vs SCHB

ONEY

SPDR Russell 1000 Yield Focus

$16,806

SCHB

Schwab U.S. Broad Market

$17,270

MeasureONEYSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.76%1.04%

5 years, per year+10.9%+11.5%

3 years, per year+20.4%+24.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.8%13.1%

4–2measures won
SCHB first

7.0%

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$95.4B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ONEY, SCHB

Today

7.0%most shared, ONEY and SCHB

ONEYSCHB

ONEY—7.0%

SCHB7.0%—

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

Income After Fees on $10,000

$256most kept, ONEY

ONEY$276 − $20 = $256

SCHB$104 − $3 = $101

KeptFee

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