SPGP vs SCHB

ASPGP

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · VUG $16,565

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common16.7%SPGP and SCHB

SPGP

SCHB

Invesco S&P 500 GARP ETF · $2.1BSchwab U.S. Broad Market ETF · $43.2B

+13.6%3 years · per year$14,641 · $18,080+21.8%

+7.8%5 years · per year$14,567 · $16,705+10.8%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

0.75%12-mo yield$75 · $106 on $10k1.06%

−11.2%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins14.0%

0–6SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPGP · SCHB

2.0%NVDA6.3%

1.7%META1.9%

2.2%LLY1.5%

1.4%BRK-B1.5%

Held in common16.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.75%	+1.8%	+12.6%	+16.7%	+13.6%	+7.8%	−11.2%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.75%	+1.8%	+12.6%	+16.7%	+13.6%	+7.8%	−11.2%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPGP vs SCHB

SPGP

Invesco S&P 500 GARP

$14,567

SCHB

Schwab U.S. Broad Market

$16,705

MeasureSPGPSCHB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield0.75%1.06%

5 years, per year+7.8%+10.8%

3 years, per year+13.6%+21.8%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y15.8%14.0%

6–0measures won
SCHB first

16.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPGP, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

SPGPSCHBVUG

SPGP—16.7%15.5%

SCHB16.7%—50.3%

VUG15.5%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

SPGP$75 − $34 = $41

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee