QUS vs SCHB

AQUS

BSCHB

Measures won4–2QUS wins · of 6 · 5Y

$10,000 · 5Y$16,840QUS · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.23%QUS · $123 on $10k

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

Held in common60.0%QUS and SCHB

QUS

SCHB

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BSchwab U.S. Broad Market ETF · $43.2B

+19.3%3 years · per year$16,967 · $18,080+21.8%

+11.0%5 years · per year$16,840 · $16,705+10.8%

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

1.23%12-mo yield$123 · $106 on $10k1.06%

−6.8%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins14.0%

4–2QUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQUS · SCHB

3.8%MSFT5.5%

3.3%AAPL7.0%

2.3%NVDA6.3%

2.2%META1.9%

Held in common60.0%

End-of-day Nov 9, 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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.23%	+2.0%	+13.9%	+17.6%	+19.3%	+11.0%	−6.8%	$1.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.23%	+2.0%	+13.9%	+17.6%	+19.3%	+11.0%	−6.8%	$1.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$16,840

SCHB

Schwab U.S. Broad Market

$16,705

MeasureQUSSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.23%1.06%

5 years, per year+11.0%+10.8%

3 years, per year+19.3%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y10.0%14.0%

4–2measures won
QUS first

60.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: QUS, SCHB, IWF

Today

60.0%most shared, QUS and SCHB

QUSSCHBIWF

QUS—60.0%39.4%

SCHB60.0%—52.9%

IWF39.4%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, QUS

QUS$123 − $15 = $108

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee