TILT vs SCHB

ATILT

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · TILT $17,133

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%TILT · $106 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common78.8%TILT and SCHB

TILT

SCHB

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BSchwab U.S. Broad Market ETF · $44.0B

+23.5%3 years · per year$18,850 · $19,056+24.0%

+11.4%5 years · per year$17,133 · $17,270+11.5%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

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

−8.5%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · SCHB

5.0%AAPL6.6%

4.9%NVDA6.8%

4.0%MSFT5.3%

2.5%AMZN3.4%

Held in common78.8%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

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

TILT vs SCHB

TILT

Northern Trust Morningstar US Market Factor Tilt

$17,133

SCHB

Schwab U.S. Broad Market

$17,270

MeasureTILTSCHB

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.06%1.04%

5 years, per year+11.4%+11.5%

3 years, per year+23.5%+24.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.4%13.1%

3–3measures won
level

78.8%

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$95.4B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: TILT, SCHB

Today

78.8%most shared, TILT and SCHB

TILTSCHB

TILT—78.8%

SCHB78.8%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

TILT$106 − $26 = $80

KeptFee

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