SPTM vs SCHB

ASPTM

BSCHB

Measures won4–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,822SPTM · SCHB $17,270

Lowest cost0.03%SPTM · $3 on $10k

Most income1.06%SPTM · $106 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common95.8%SPTM and SCHB

SPTM

SCHB

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BSchwab U.S. Broad Market ETF · $44.9B

+23.8%3 years · per year$18,972 · $19,056+24.0%

+12.3%5 years · per year$17,822 · $17,270+11.5%

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

1.06%12-mo yield$106 · $104 on $10k1.04%

−8.7%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.1%

4–1SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · SCHB

7.1%NVDA6.8%

6.9%AAPL6.6%

5.5%MSFT5.3%

3.5%AMZN3.4%

Held in common95.8%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	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

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	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

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

SPTM vs SCHB

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

SCHB

Schwab U.S. Broad Market

$17,270

MeasureSPTMSCHB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.06%1.04%

5 years, per year+12.3%+11.5%

3 years, per year+23.8%+24.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.8%13.1%

4–1measures won
SPTM first

95.8%

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: SPTM, SCHB

Today

95.8%most shared, SPTM and SCHB

SPTMSCHB

SPTM—95.8%

SCHB95.8%—

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

SCHB$104 − $3 = $101

KeptFee

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