USMC vs SCHB

AUSMC

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$18,971USMC · SCHB $17,270

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 common44.6%USMC and SCHB

USMC

SCHB

Principal U.S. Mega-Cap ETF · $4.9BSchwab U.S. Broad Market ETF · $44.9B

+23.4%3 years · per year$18,806 · $19,056+24.0%

+13.7%5 years · per year$18,971 · $17,270+11.5%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.74%12-mo yield$74 · $104 on $10k1.04%

−10.0%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · SCHB

7.6%NVDA6.8%

7.4%AAPL6.6%

5.9%MSFT5.3%

3.7%AMZN3.4%

Held in common44.6%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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

USMC vs SCHB

USMC

Principal U.S. Mega-Cap

$18,971

SCHB

Schwab U.S. Broad Market

$17,270

MeasureUSMCSCHB

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.74%1.04%

5 years, per year+13.7%+11.5%

3 years, per year+23.4%+24.0%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y12.6%13.1%

4–2measures won
SCHB first

44.6%

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$97.0B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: USMC, SCHB

Today

44.6%most shared, USMC and SCHB

USMCSCHB

USMC—44.6%

SCHB44.6%—

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

USMC$74 − $12 = $62

KeptFee

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