ONEY vs SCHB

AONEY

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · ONEY $16,321

Lowest cost0.03%SCHB · $3 on $10k

Most income2.83%ONEY · $283 on $10k

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

Held in common7.2%ONEY and SCHB

ONEY

SCHB

State Street SPDR Russell 1000 Yield Focus ETF · $687MSchwab U.S. Broad Market ETF · $42.9B

+19.0%3 years · per year$16,835 · $17,991+21.6%

+10.3%5 years · per year$16,321 · $16,377+10.4%

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

2.83%12-mo yield$283 · $109 on $10k1.09%

−9.1%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · SCHB

2.2%ACN0.2%

3.8%PGR0.2%

1.1%MO0.2%

2.2%CMCSA0.1%

Held in common7.2%

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$687M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$687M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

ONEY vs SCHB

ONEY

SPDR Russell 1000 Yield Focus

$16,321

SCHB

Schwab U.S. Broad Market

$16,377

MeasureONEYSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.83%1.09%

5 years, per year+10.3%+10.4%

3 years, per year+19.0%+21.6%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.9%13.8%

4–2measures won
SCHB first

7.2%

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$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: ONEY, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

ONEYSCHBVUG

ONEY—7.2%0.2%

SCHB7.2%—50.0%

VUG0.2%50.0%—

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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