UPSD vs SCHB

AUPSD

BSCHB

Measures won0–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common39.4%UPSD and SCHB

UPSD

SCHB

ETF Series Solutions - Aptus Large Cap Upside ETF · $132MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

0.61%12-mo yield$61 · $109 on $10k1.09%

−11.9%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.8%

0–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPSD · SCHB

5.3%AAPL6.9%

4.7%NVDA6.5%

3.8%MSFT5.6%

2.0%AMZN3.5%

Held in common39.4%

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	AUPSD	ETF Series Solutions - Aptus Large Cap Upside ETFRead Desk		0.79%	0.61%	−5.8%	+8.0%	+9.6%	new	new	−11.9%	$132M

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	AUPSD	ETF Series Solutions - Aptus Large Cap Upside ETFRead Desk		0.79%	0.61%	−5.8%	+8.0%	+9.6%	new	new	−11.9%	$132M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UPSD vs SCHB

UPSD

ETF Series Solutions - Aptus Large Cap Upside

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureUPSDSCHB

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield0.61%1.09%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y15.6%13.8%

4–0measures won
SCHB first

39.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UPSD, SCHB

Today

39.4%most shared, UPSD and SCHB

UPSDSCHB

UPSD—39.4%

SCHB39.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

UPSD$61 − $79 = −$18

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee