SCHB vs FNDA

ASCHB

BFNDA

Measures won5–1SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,894SCHB · FNDA $14,109

Lowest cost0.03%SCHB · $3 on $10k

Most income1.22%FNDA · $122 on $10k

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

Held in common6.7%SCHB and FNDA

SCHB

FNDA

Schwab U.S. Broad Market ETF · $44.0BSchwab Fundamental U.S. Small Company Index ETF · $9.0B

+23.8%3 years · per year$18,993 · $16,803+18.9%

+11.1%5 years · per year$16,894 · $14,109+7.1%

0.03%Expense ratio$3 · $25 on $10k · lower wins0.25%

1.06%12-mo yield$106 · $122 on $10k1.22%

−8.9%Worst dropSmaller wins−9.4%

13.1%VolatilityLower wins15.6%

5–1SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · FNDA

0.3%CRWD0.2%

0.6%PLTR0.1%

0.1%SNOW0.1%

0.1%DASH0.3%

Held in common6.7%

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.22%	−0.3%	+16.0%	+19.7%	+18.9%	+7.1%	−9.4%	$9.0B

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.22%	−0.3%	+16.0%	+19.7%	+18.9%	+7.1%	−9.4%	$9.0B

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

Cards for this view

SCHB vs FNDA

SCHB

Schwab U.S. Broad Market

$16,894

FNDA

Schwab Fundamental U.S. Small Company Index

$14,109

MeasureSCHBFNDA

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.06%1.22%

5 years, per year+11.1%+7.1%

3 years, per year+23.8%+18.9%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.1%15.6%

5–1measures won
SCHB first

6.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SCHB, FNDA

Today

6.7%most shared, SCHB and FNDA

SCHBFNDA

SCHB—6.7%

FNDA6.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

FNDA$122 − $25 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee