SPTM vs SCHB

ASPTM

BSCHB

Measures won4–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$16,906SPTM · SCHB $16,377

Lowest cost0.03%SPTM · $3 on $10k

Most income1.10%SPTM · $110 on $10k

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

Held in common95.9%SPTM and SCHB

SPTM

SCHB

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.6BSchwab U.S. Broad Market ETF · $43.2B

+21.4%3 years · per year$17,907 · $17,991+21.6%

+11.1%5 years · per year$16,906 · $16,377+10.4%

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

1.10%12-mo yield$110 · $109 on $10k1.09%

−8.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.8%

4–1SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · SCHB

7.3%AAPL7.1%

6.4%NVDA6.2%

5.8%MSFT5.6%

3.7%AMZN3.6%

Held in common95.9%

End-of-day Nov 6, 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%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$13.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$13.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,906

SCHB

Schwab U.S. Broad Market

$16,377

MeasureSPTMSCHB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.10%1.09%

5 years, per year+11.1%+10.4%

3 years, per year+21.4%+21.6%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.5%13.8%

3–1measures won
SPTM first

95.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SPTM, SCHB, VUG

Today

95.9%most shared, SPTM and SCHB

SPTMSCHBVUG

SPTM—95.9%50.7%

SCHB95.9%—50.0%

VUG50.7%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, SPTM

SPTM$110 − $3 = $107

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee