QTR vs SCHB

AQTR

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · QTR $15,270

Lowest cost0.03%SCHB · $3 on $10k

Most income18.06%QTR · $1,806 on $10k

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

Held in common47.6%QTR and SCHB

QTR

SCHB

Global X - Nasdaq 100 Tail Risk ETF · $10MSchwab U.S. Broad Market ETF · $42.9B

+18.4%3 years · per year$16,584 · $18,100+21.9%

+8.8%5 years · per year$15,270 · $16,348+10.3%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

18.06%12-mo yield$1,806 · $109 on $10k1.09%

−12.3%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTR · SCHB

8.2%AAPL6.9%

7.7%NVDA6.5%

6.6%MSFT5.6%

4.6%AMZN3.5%

Held in common47.6%

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	18.06%	−3.7%	+3.5%	+2.1%	+18.4%	+8.8%	−12.3%	$10M

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	18.06%	−3.7%	+3.5%	+2.1%	+18.4%	+8.8%	−12.3%	$10M

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

Cards for this view

QTR vs SCHB

QTR

Global X - Nasdaq 100 Tail Risk

$15,270

SCHB

Schwab U.S. Broad Market

$16,348

MeasureQTRSCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield18.06%1.09%

5 years, per year+8.8%+10.3%

3 years, per year+18.4%+21.9%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y17.5%13.8%

5–1measures won
SCHB first

47.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QTR, SCHB

Today

47.6%most shared, QTR and SCHB

QTRSCHB

QTR—47.6%

SCHB47.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,781most kept, QTR

QTR$1,806 − $25 = $1,781

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee