SPTM vs SCHB

ASPTM

BSCHB

Measures won4–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,251SPTM · SCHB $16,705

Lowest cost0.03%SPTM · $3 on $10k

Most income1.07%SPTM · $107 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 · $13.7BSchwab U.S. Broad Market ETF · $44.2B

+21.6%3 years · per year$17,985 · $18,080+21.8%

+11.5%5 years · per year$17,251 · $16,705+10.8%

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

1.07%12-mo yield$107 · $106 on $10k1.06%

−8.7%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins14.0%

4–1SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · SCHB

7.3%AAPL7.0%

6.6%NVDA6.3%

5.7%MSFT5.5%

3.7%AMZN3.6%

Held in common95.8%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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

SPTM vs SCHB

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,251

SCHB

Schwab U.S. Broad Market

$16,705

MeasureSPTMSCHB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.07%1.06%

5 years, per year+11.5%+10.8%

3 years, per year+21.6%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.6%14.0%

3–1measures won
SPTM first

95.8%

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$95.6B

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPTM, SCHB, IWF

Today

95.8%most shared, SPTM and SCHB

SPTMSCHBIWF

SPTM—95.8%53.1%

SCHB95.8%—52.9%

IWF53.1%52.9%—

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

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

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