SCHV vs SCHX

ASCHV

BSCHX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,684SCHX · SCHV $16,047

Lowest cost0.03%SCHX · $3 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common44.7%SCHV and SCHX

SCHV

SCHX

Schwab U.S. Large-Cap Value ETF · $15.4BSchwab U.S. Large-Cap ETF · $71.4B

+20.2%3 years · per year$17,361 · $18,059+21.8%

+9.9%5 years · per year$16,047 · $16,684+10.8%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.85%12-mo yield$185 · $108 on $10k1.08%

−6.9%Worst dropSmaller wins−9.0%

11.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHV · SCHX

3.6%BRK-B1.6%

3.0%JPM1.3%

2.3%XOM1.0%

2.2%JNJ1.0%

Held in common44.7%

End-of-day Nov 6, 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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B
2	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B
2	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHV vs SCHX

SCHV

Schwab U.S. Large-Cap Value

$16,047

SCHX

Schwab U.S. Large-Cap

$16,684

MeasureSCHVSCHX

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.85%1.08%

5 years, per year+9.9%+10.8%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−6.9%−9.0%

Volatility · 1Y11.8%13.7%

3–3measures won
level

44.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHV, SCHX

Today

44.7%most shared, SCHV and SCHX

SCHVSCHX

SCHV—44.7%

SCHX44.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

SCHX$108 − $3 = $105

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee