QUS vs SCHB

AQUS

BSCHB

Measures won4–2QUS wins · of 6 · 5Y

$10,000 · 5Y$16,500QUS · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.25%QUS · $125 on $10k

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

Held in common60.1%QUS and SCHB

QUS

SCHB

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

+19.1%3 years · per year$16,913 · $17,991+21.6%

+10.5%5 years · per year$16,500 · $16,377+10.4%

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

1.25%12-mo yield$125 · $109 on $10k1.09%

−6.8%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.8%

4–2QUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQUS · SCHB

3.9%MSFT5.6%

3.3%AAPL7.1%

2.3%NVDA6.2%

2.2%META1.9%

Held in common60.1%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
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

QUS vs SCHB

QUS

SPDR MSCI USA StrategicFactors

$16,500

SCHB

Schwab U.S. Broad Market

$16,377

MeasureQUSSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.25%1.09%

5 years, per year+10.5%+10.4%

3 years, per year+19.1%+21.6%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y9.8%13.8%

4–2measures won
QUS first

60.1%

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$93.2B

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$59.7B

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: QUS, SCHB, VUG

Today

60.1%most shared, QUS and SCHB

QUSSCHBVUG

QUS—60.1%35.7%

SCHB60.1%—50.0%

VUG35.7%50.0%—

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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