SCHB vs SCDS

ASCHB

BSCDS

Measures won3–1SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · SCHB $16,894

Lowest cost0.03%SCHB · $3 on $10k

Most income1.10%SCDS · $110 on $10k

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

Held in common1.7%SCHB and SCDS

SCHB

SCDS

Schwab U.S. Broad Market ETF · $44.0BJPMorgan Fundamental Data Science Small Core ETF · $9M

+23.8%3 years · per year$18,993 · […][…]

+11.1%5 years · per year$16,894 · […][…]

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.06%12-mo yield$106 · $110 on $10k1.10%

−8.9%Worst dropSmaller wins−9.7%

13.1%VolatilityLower wins17.2%

3–1SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHB · SCDS

0.1%SLB0.5%

0.1%BE0.2%

0.1%RVMD0.5%

0.0%INSM0.2%

Held in common1.7%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
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
3	BSCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.10%	+0.3%	+21.9%	+23.5%	new	new	−9.7%	$9M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
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
3	BSCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.10%	+0.3%	+21.9%	+23.5%	new	new	−9.7%	$9M

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 SCDS

SCHB

Schwab U.S. Broad Market

$16,894

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

MeasureSCHBSCDS

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.06%1.10%

5 years, per year+11.1%[…]

3 years, per year+23.8%[…]

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.1%17.2%

3–0measures won
SCHB first

1.7%

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

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

Overlap: SCHB, SCDS, VUG

Today

50.2%most shared, SCHB and VUG

SCHBSCDSVUG

SCHB—1.7%50.2%

SCDS1.7%—0.3%

VUG50.2%0.3%—

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

SCDS$110 − $40 = $70

VUG$41 − $3 = $38

KeptFee

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