TILT vs SCHB

ATILT

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · TILT $16,273

Lowest cost0.03%SCHB · $3 on $10k

Most income1.10%TILT · $110 on $10k

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

Held in common78.5%TILT and SCHB

TILT

SCHB

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BSchwab U.S. Broad Market ETF · $42.9B

+21.2%3 years · per year$17,818 · $17,991+21.6%

+10.2%5 years · per year$16,273 · $16,377+10.4%

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

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

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTILT · SCHB

5.3%AAPL7.1%

4.4%NVDA6.2%

4.2%MSFT5.6%

2.7%AMZN3.6%

Held in common78.5%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
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

TILT vs SCHB

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

SCHB

Schwab U.S. Broad Market

$16,377

MeasureTILTSCHB

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.10%1.09%

5 years, per year+10.2%+10.4%

3 years, per year+21.2%+21.6%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.8%

3–2measures won
SCHB first

78.5%

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$92.8B

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$59.1B

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: TILT, SCHB, VUG

Today

78.5%most shared, TILT and SCHB

TILTSCHBVUG

TILT—78.5%37.3%

SCHB78.5%—50.0%

VUG37.3%50.0%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

TILT$110 − $26 = $84

VUG$42 − $3 = $39

KeptFee

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