SCHB vs EQTY

ASCHB

BEQTY

Measures won4–1SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common19.9%SCHB and EQTY

SCHB

EQTY

Schwab U.S. Broad Market ETF · $44.9BKovitz Core Equity ETF · $1.4B

+24.0%3 years · per year$19,056 · $17,686+20.9%

+11.5%5 years · per year$17,270 · […][…]

0.03%Expense ratio$3 · $99 on $10k · lower wins0.99%

1.04%12-mo yield$104 · $2 on $10k0.02%

−8.9%Worst dropSmaller wins−11.9%

13.1%VolatilityLower wins13.0%

4–1SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · EQTY

5.3%MSFT3.9%

3.4%AMZN4.8%

1.9%META3.1%

1.8%GOOG5.4%

Held in common19.9%

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	ASCHB	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	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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	ASCHB	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	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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

SCHB vs EQTY

SCHB

Schwab U.S. Broad Market

$17,270

EQTY

Kovitz Core Equity

[…]

MeasureSCHBEQTY

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.04%0.02%

5 years, per year+11.5%[…]

3 years, per year+24.0%+20.9%

Worst drop · 1Y−8.9%−11.9%

Volatility · 1Y13.1%13.0%

4–1measures won
SCHB first

19.9%

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: SCHB, EQTY

Today

19.9%most shared, SCHB and EQTY

SCHBEQTY

SCHB—19.9%

EQTY19.9%—

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

EQTY$2 − $99 = −$97

KeptFee

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