SCHX vs VV

ASCHX

BVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,405VV · SCHX $17,217

Lowest cost0.03%SCHX · $3 on $10k

Most income1.05%SCHX · $105 on $10k

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

Held in common90.2%SCHX and VV

SCHX

Schwab U.S. Large-Cap ETF · $72.9BVanguard Morningstar Large-Cap ETF · $54.1B

+24.0%3 years · per year$19,063 · $19,187+24.3%

+11.5%5 years · per year$17,217 · $17,405+11.7%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $104 on $10k1.04%

−9.0%Worst dropSmaller wins−9.2%

12.9%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHX · VV

7.2%AAPL7.5%

7.1%NVDA8.1%

5.5%MSFT5.9%

3.5%AMZN3.7%

Held in common90.2%

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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B
2	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B

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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B
2	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B

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

SCHX vs VV

SCHX

Schwab U.S. Large-Cap

$17,217

Vanguard Morningstar Large-Cap

$17,405

MeasureSCHXVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.05%1.04%

5 years, per year+11.5%+11.7%

3 years, per year+24.0%+24.3%

Worst drop · 1Y−9.0%−9.2%

Volatility · 1Y12.9%12.9%

2–2measures won
level

90.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHX, VV

Today

90.2%most shared, SCHX and VV

SCHXVV

SCHX—90.2%

VV90.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

VV$104 − $3 = $101

KeptFee

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