QUS vs SCHB

AQUS

BSCHB

Measures won3–2QUS wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · QUS $17,263

Lowest cost0.03%SCHB · $3 on $10k

Most income1.21%QUS · $121 on $10k

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

Held in common59.8%QUS and SCHB

QUS

SCHB

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BSchwab U.S. Broad Market ETF · $44.9B

+21.1%3 years · per year$17,744 · $19,056+24.0%

+11.5%5 years · per year$17,263 · $17,270+11.5%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.21%12-mo yield$121 · $104 on $10k1.04%

−6.8%Worst dropSmaller wins−8.9%

9.3%VolatilityLower wins13.1%

3–2QUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · SCHB

3.7%MSFT5.3%

3.1%AAPL6.6%

2.5%NVDA6.8%

2.2%META1.9%

Held in common59.8%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.21%	+2.0%	+15.5%	+18.3%	+21.1%	+11.5%	−6.8%	$1.6B

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.21%	+2.0%	+15.5%	+18.3%	+21.1%	+11.5%	−6.8%	$1.6B

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

QUS vs SCHB

QUS

SPDR MSCI USA StrategicFactors

$17,263

SCHB

Schwab U.S. Broad Market

$17,270

MeasureQUSSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.21%1.04%

5 years, per year+11.5%+11.5%

3 years, per year+21.1%+24.0%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y9.3%13.1%

3–2measures won
QUS first

59.8%

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: QUS, SCHB

Today

59.8%most shared, QUS and SCHB

QUSSCHB

QUS—59.8%

SCHB59.8%—

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

Income After Fees on $10,000

$106most kept, QUS

QUS$121 − $15 = $106

SCHB$104 − $3 = $101

KeptFee

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