SCHX vs GSLC

ASCHX

BGSLC

Measures won5–1SCHX wins · of 6 · 5Y

$10,000 · 5Y$16,645SCHX · GSLC $16,399

Lowest cost0.03%SCHX · $3 on $10k

Most income1.08%SCHX · $108 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common74.2%SCHX and GSLC

SCHX

GSLC

Schwab U.S. Large-Cap ETF · $71.0BGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF · $15.6B

+22.0%3 years · per year$18,166 · $17,687+20.9%

+10.7%5 years · per year$16,646 · $16,399+10.4%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.08%12-mo yield$108 · $105 on $10k1.05%

−9.0%Worst dropSmaller wins−9.5%

13.7%VolatilityLower wins13.1%

5–1SCHX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHX · GSLC

7.3%AAPL7.7%

6.9%NVDA7.2%

5.9%MSFT5.8%

3.7%AMZN3.6%

Held in common74.2%

End-of-day Nov 5, 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	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$71.0B
2	BGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.05%	−4.1%	+7.2%	+8.7%	+20.9%	+10.4%	−9.5%	$15.6B

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

Both

5Y2 funds

#			Trend
1	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$71.0B
2	BGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.05%	−4.1%	+7.2%	+8.7%	+20.9%	+10.4%	−9.5%	$15.6B

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

Cards for this view

SCHX vs GSLC

SCHX

Schwab U.S. Large-Cap

$16,646

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity

$16,399

MeasureSCHXGSLC

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.08%1.05%

5 years, per year+10.7%+10.4%

3 years, per year+22.0%+20.9%

Worst drop · 1Y−9.0%−9.5%

Volatility · 1Y13.7%13.1%

4–1measures won
SCHX first

74.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHX, GSLC

Today

74.2%most shared, SCHX and GSLC

SCHXGSLC

SCHX—74.2%

GSLC74.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, SCHX

SCHX$108 − $3 = $105

GSLC$105 − $9 = $96

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee