SPHB vs SCHB

ASPHB

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,510SPHB · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common18.9%SPHB and SCHB

SPHB

SCHB

Invesco S&P 500 High Beta ETF · $819MSchwab U.S. Broad Market ETF · $44.9B

+25.8%3 years · per year$19,906 · $18,100+21.9%

+10.5%5 years · per year$16,510 · $16,348+10.3%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

0.60%12-mo yield$60 · $109 on $10k1.09%

−20.2%Worst dropSmaller wins−8.9%

29.7%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHB · SCHB

1.5%TSLA1.5%

1.7%MU1.2%

1.8%AMD1.1%

1.0%NVDA6.5%

Held in common18.9%

End-of-day Nov 5, 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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.60%	−8.1%	+7.4%	+12.7%	+25.8%	+10.5%	−20.2%	$819M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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

Both

5Y2 funds

#			Trend
1	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.60%	−8.1%	+7.4%	+12.7%	+25.8%	+10.5%	−20.2%	$819M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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

Cards for this view

SPHB vs SCHB

SPHB

Invesco S&P 500 High Beta

$16,510

SCHB

Schwab U.S. Broad Market

$16,348

MeasureSPHBSCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield0.60%1.09%

5 years, per year+10.5%+10.3%

3 years, per year+25.8%+21.9%

Worst drop · 1Y−20.2%−8.9%

Volatility · 1Y29.7%13.8%

4–2measures won
SCHB first

18.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPHB, SCHB

Today

18.9%most shared, SPHB and SCHB

SPHBSCHB

SPHB—18.9%

SCHB18.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

SPHB$60 − $25 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee