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ASCHB

BEQTY

Measures won4–1SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,423SCHB · VUG $16,151

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common20.7%SCHB and EQTY

Schwab U.S. Broad Market ETF · $44.5BKovitz Core Equity ETF · $1.4B

+21.3%3 years · per year$17,836 · $16,726+18.7%

+10.4%5 years · per year$16,423 · […][…]

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

1.06%12-mo yield$106 · $2 on $10k

Cards for this view

SCHB

Schwab U.S. Broad Market

$16,423

EQTY

Kovitz Core Equity

[…]

MeasureSCHBEQTY

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.06%0.02%

5 years, per year+10.4%[…]

3 years, per year+21.3%+18.7%

Worst drop · 1Y−8.9%−11.9%

Volatility · 1Y14.0%

#
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.3%	+11.5%	+11.6%	+21.3%	+10.4%	−8.9%	$44.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	BEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B

#
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.3%	+11.5%	+11.6%	+21.3%	+10.4%	−8.9%	$44.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	BEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B