UPSD vs SCHB5YUPSDUPSDAvsBSCHBSCHBETF Series Solutions - Aptus Large Cap Upside ETF · $145MSchwab U.S. Broad Market ETF · $44.1BReturns · dividends in[…]3 years · per year[…] · $17,887+21.4%[…]5 years · per year[…] · $16,545+10.6%Cost and income0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%0.58%12-mo yield$58 · $106 on $10k1.06%
Overlap: UPSD, SCHB, VUGToday50.4%most shared, SCHB and VUGUPSDSCHBVUGUPSD—39.3%34.1%SCHB39.3%—50.4%VUG34.1%50.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
UPSD vs SCHB5YAUPSDETF Series Solutions - Aptus Large Cap Upside[…]vsSCHBBSchwab U.S. Broad Market$16,545MeasureUPSDSCHBFee0.79%0.03%Cost on $10k a year$79$3Yield0.58%1.06%5 years, per year[…]+10.6%3 years, per year[…]+21.4%Worst drop · 1Y−11.9%−8.9%Volatility · 1Y15.8%14.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.4%+11.9%+12.0%+21.4%+10.6%−8.9%$44.1B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AUPSDETF Series Solutions - Aptus Large Cap Upside ETFReadDesk0.79%0.58%−0.3%+13.3%+12.5%newnew−11.9%$145MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.4%+11.9%+12.0%+21.4%+10.6%−8.9%$44.1B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AUPSDETF Series Solutions - Aptus Large Cap Upside ETFReadDesk0.79%0.58%−0.3%+13.3%+12.5%newnew−11.9%$145MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+12.1%vsBiSITOTiShares+11.9%Jan 1Nov 12+12.1%+11.9%+12.1%Year to date+11.9%1.1%Yield1.0%$689BAssets$96.5B2–0VTI winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: UPSD, SCHB, VUGToday50.4%most shared, SCHB and VUGUPSDSCHBVUGUPSD—39.3%34.1%SCHB39.3%—50.4%VUG34.1%50.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, SCHBSCHB$106 − $3 = $103VUG$41 − $3 = $38UPSD$58 − $79 = −$21KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee