SMMD vs SCHB

ASMMD

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · SMMD $14,291

Lowest cost0.03%SCHB · $3 on $10k

Most income1.13%SMMD · $113 on $10k

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

Held in common9.3%SMMD and SCHB

SMMD

SCHB

iShares Russell 2500 ETF · $4.2BSchwab U.S. Broad Market ETF · $44.9B

+21.7%3 years · per year$18,029 · $19,056+24.0%

+7.4%5 years · per year$14,291 · $17,270+11.5%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

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

−9.7%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · SCHB

0.3%ATI0.0%

0.3%GH0.0%

0.3%RS0.0%

0.3%PKG0.0%

Held in common9.3%

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

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

SMMD vs SCHB

SMMD

iShares Russell 2500

$14,291

SCHB

Schwab U.S. Broad Market

$17,270

MeasureSMMDSCHB

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.13%1.04%

5 years, per year+7.4%+11.5%

3 years, per year+21.7%+24.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y16.6%13.1%

5–1measures won
SCHB first

9.3%

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: SMMD, SCHB

Today

9.3%most shared, SMMD and SCHB

SMMDSCHB

SMMD—9.3%

SCHB9.3%—

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

SMMD$113 − $23 = $90

KeptFee

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