SHE vs SCHB

ASHE

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · SHE $15,631

Lowest cost0.03%SCHB · $3 on $10k

Most income1.13%SHE · $113 on $10k

Smallest drop−8.5%SHE · worst fall in 1Y

Held in common38.9%SHE and SCHB

SHE

SCHB

State Street SPDR MSCI USA Gender Diversity ETF · $339MSchwab U.S. Broad Market ETF · $44.9B

+24.3%3 years · per year$19,220 · $19,056+24.0%

+9.3%5 years · per year$15,631 · $17,270+11.5%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.13%12-mo yield$113 · $104 on $10k1.04%

−8.5%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHE · SCHB

5.0%MSFT5.3%

4.4%NVDA6.8%

4.3%MU1.3%

3.4%JPM1.2%

Held in common38.9%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.13%	+1.4%	+18.0%	+19.3%	+24.3%	+9.3%	−8.5%	$339M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.13%	+1.4%	+18.0%	+19.3%	+24.3%	+9.3%	−8.5%	$339M

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

SHE vs SCHB

SHE

SPDR MSCI USA Gender Diversity

$15,631

SCHB

Schwab U.S. Broad Market

$17,270

MeasureSHESCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.13%1.04%

5 years, per year+9.3%+11.5%

3 years, per year+24.3%+24.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y14.2%13.1%

3–3measures won
level

38.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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: SHE, SCHB

Today

38.9%most shared, SHE and SCHB

SHESCHB

SHE—38.9%

SCHB38.9%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SHE$113 − $20 = $93

KeptFee

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