TOPT vs SCHB

ATOPT

BSCHB

Measures won0–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common43.8%TOPT and SCHB

TOPT

SCHB

iShares Top 20 U.S. Stocks ETF · $717MSchwab U.S. Broad Market ETF · $44.0B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.36%12-mo yield$36 · $104 on $10k1.04%

−12.5%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.1%

0–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOPT · SCHB

15.4%NVDA6.8%

15.0%AAPL6.6%

11.9%MSFT5.3%

4.5%AMZN3.4%

Held in common43.8%

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	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$717M

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	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$717M

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

TOPT vs SCHB

TOPT

iShares Top 20 U.S. Stocks

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureTOPTSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.36%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.4%13.1%

4–0measures won
SCHB first

43.8%

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: TOPT, SCHB

Today

43.8%most shared, TOPT and SCHB

TOPTSCHB

TOPT—43.8%

SCHB43.8%—

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

TOPT$36 − $20 = $16

KeptFee

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