SCHB vs PBUS

ASCHB

BPBUS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,326PBUS · SCHB $16,894

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 common89.6%SCHB and PBUS

SCHB

PBUS

Schwab U.S. Broad Market ETF · $44.0BInvesco MSCI USA ETF · $10.5B

+23.8%3 years · per year$18,993 · $19,110+24.1%

+11.1%5 years · per year$16,894 · $17,326+11.6%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.06%12-mo yield$106 · $102 on $10k1.02%

−8.9%Worst dropSmaller wins−9.0%

13.1%VolatilityLower wins13.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · PBUS

6.8%AAPL7.7%

6.7%NVDA7.2%

5.2%MSFT5.5%

3.3%AMZN3.7%

Held in common89.6%

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	BPBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.02%	+0.3%	+11.3%	+11.3%	+24.1%	+11.6%	−9.0%	$10.5B
2	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

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	BPBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.02%	+0.3%	+11.3%	+11.3%	+24.1%	+11.6%	−9.0%	$10.5B
2	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

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 PBUS

SCHB

Schwab U.S. Broad Market

$16,894

PBUS

Invesco MSCI USA

$17,326

MeasureSCHBPBUS

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.06%1.02%

5 years, per year+11.1%+11.6%

3 years, per year+23.8%+24.1%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.1%13.0%

3–3measures won
level

89.6%

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, PBUS

Today

89.6%most shared, SCHB and PBUS

SCHBPBUS

SCHB—89.6%

PBUS89.6%—

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

PBUS$102 − $4 = $98

KeptFee

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