USMC vs SCHB

AUSMC

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,961USMC · SCHB $16,377

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 common44.4%USMC and SCHB

USMC

SCHB

Principal U.S. Mega-Cap ETF · $4.7BSchwab U.S. Broad Market ETF · $43.2B

+21.0%3 years · per year$17,711 · $17,991+21.6%

+12.4%5 years · per year$17,961 · $16,377+10.4%

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

0.77%12-mo yield$77 · $109 on $10k1.09%

−10.0%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMC · SCHB

8.0%AAPL7.1%

7.0%NVDA6.2%

6.3%MSFT5.6%

4.0%AMZN3.6%

Held in common44.4%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$4.7B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$4.7B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
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

USMC vs SCHB

USMC

Principal U.S. Mega-Cap

$17,961

SCHB

Schwab U.S. Broad Market

$16,377

MeasureUSMCSCHB

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.77%1.09%

5 years, per year+12.4%+10.4%

3 years, per year+21.0%+21.6%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.7%13.8%

4–2measures won
SCHB first

44.4%

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$93.2B

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$59.7B

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: USMC, SCHB, VUG

Today

51.2%most shared, USMC and VUG

USMCSCHBVUG

USMC—44.4%51.2%

SCHB44.4%—50.0%

VUG51.2%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

USMC$77 − $12 = $65

VUG$42 − $3 = $39

KeptFee

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