PHDG vs SCHB

APHDG

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · PHDG $12,217

Lowest cost0.03%SCHB · $3 on $10k

Most income1.43%PHDG · $143 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common83.5%PHDG and SCHB

PHDG

SCHB

Invesco S&P 500 Downside Hedged ETF · $61MSchwab U.S. Broad Market ETF · $44.9B

+11.3%3 years · per year$13,805 · $19,056+24.0%

+4.1%5 years · per year$12,217 · $17,270+11.5%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.43%12-mo yield$143 · $104 on $10k1.04%

−6.8%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPHDG · SCHB

6.4%NVDA6.8%

6.2%AAPL6.6%

5.0%MSFT5.3%

3.2%AMZN3.4%

Held in common83.5%

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%	$44.9B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.43%	−0.2%	+10.4%	+9.0%	+11.3%	+4.1%	−6.8%	$61M

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%	$44.9B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.43%	−0.2%	+10.4%	+9.0%	+11.3%	+4.1%	−6.8%	$61M

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

PHDG vs SCHB

PHDG

Invesco S&P 500 Downside Hedged

$12,217

SCHB

Schwab U.S. Broad Market

$17,270

MeasurePHDGSCHB

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.43%1.04%

5 years, per year+4.1%+11.5%

3 years, per year+11.3%+24.0%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.9%13.1%

3–3measures won
level

83.5%

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: PHDG, SCHB

Today

83.5%most shared, PHDG and SCHB

PHDGSCHB

PHDG—83.5%

SCHB83.5%—

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

PHDG$143 − $44 = $99

KeptFee

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