SIMS vs SCHB · Compare Desk

ASCHB

BVUG

Measures won4–1SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · VUG $17,153

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common50.5%SCHB and VUG

SCHB vs VUG

SCHB

VUG

Schwab U.S. Broad Market ETF · $44.9BVanguard Morningstar Growth ETF · $233B

+24.0%3 years · per year$19,056 · $19,712+25.4%

+11.5%5 years · per year$17,270 · $17,153+11.4%

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

1.04%12-mo yield$104 · $40 on $10k0.40%

−8.9%Worst dropSmaller wins−16.1%

13.1%VolatilityLower wins18.2%

4–1SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · VUG

6.8%NVDA13.5%

6.6%AAPL12.5%

5.3%MSFT9.7%

3.4%AMZN4.3%

Held in common50.5%

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	ASCHB	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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	ASCHB	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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

SCHB vs VUG

SCHB

Schwab U.S. Broad Market

$17,270

VUG

Vanguard Morningstar Growth

$17,153

MeasureSCHBVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.04%0.40%

5 years, per year+11.5%+11.4%

3 years, per year+24.0%+25.4%

Worst drop · 1Y−8.9%−16.1%

Volatility · 1Y13.1%18.2%

4–1measures won
SCHB first

50.5%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: SCHB, VUG

Today

50.5%most shared, SCHB and VUG

SCHBVUG

SCHB—50.5%

VUG50.5%—

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

VUG$40 − $3 = $37

KeptFee

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