SCHV vs GSLC

ASCHV

BGSLC

Measures won4–2SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,273GSLC · SCHV $16,751

Lowest cost0.04%SCHV · $4 on $10k

Most income1.78%SCHV · $178 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common37.0%SCHV and GSLC

SCHV

GSLC

Schwab U.S. Large-Cap Value ETF · $15.9BGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF · $15.3B

+22.1%3 years · per year$18,218 · $18,564+22.9%

+10.9%5 years · per year$16,751 · $17,273+11.6%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.78%12-mo yield$178 · $101 on $10k1.01%

−6.9%Worst dropSmaller wins−9.5%

11.4%VolatilityLower wins12.4%

4–2SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHV · GSLC

3.0%JPM1.2%

3.4%BRK-B1.0%

1.8%WMT0.9%

2.1%JNJ0.9%

Held in common37.0%

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	BGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.01%	+1.8%	+11.8%	+12.1%	+22.9%	+11.6%	−9.5%	$15.3B
2	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B

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	BGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.01%	+1.8%	+11.8%	+12.1%	+22.9%	+11.6%	−9.5%	$15.3B
2	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B

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

SCHV vs GSLC

SCHV

Schwab U.S. Large-Cap Value

$16,751

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity

$17,273

MeasureSCHVGSLC

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.78%1.01%

5 years, per year+10.9%+11.6%

3 years, per year+22.1%+22.9%

Worst drop · 1Y−6.9%−9.5%

Volatility · 1Y11.4%12.4%

4–2measures won
SCHV first

37.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV 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: SCHV, GSLC

Today

37.0%most shared, SCHV and GSLC

SCHVGSLC

SCHV—37.0%

GSLC37.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

GSLC$101 − $9 = $92

KeptFee

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