USPX vs SCHB

AUSPX

BSCHB

Measures won3–2USPX wins · of 6 · 5Y

$10,000 · 5Y$17,991USPX · SCHB $17,270

Lowest cost0.03%USPX · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common87.1%USPX and SCHB

USPX

SCHB

Franklin U.S. Equity Index ETF · $2.1BSchwab U.S. Broad Market ETF · $44.9B

+24.1%3 years · per year$19,123 · $19,056+24.0%

+12.5%5 years · per year$17,991 · $17,270+11.5%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $104 on $10k1.04%

−9.1%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.1%

3–2USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · SCHB

7.4%NVDA6.8%

7.4%AAPL6.6%

5.9%MSFT5.3%

3.8%AMZN3.4%

Held in common87.1%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
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

USPX vs SCHB

USPX

Franklin U.S. Equity Index

$17,991

SCHB

Schwab U.S. Broad Market

$17,270

MeasureUSPXSCHB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.03%1.04%

5 years, per year+12.5%+11.5%

3 years, per year+24.1%+24.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.0%13.1%

3–1measures won
USPX first

87.1%

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: USPX, SCHB

Today

87.1%most shared, USPX and SCHB

USPXSCHB

USPX—87.1%

SCHB87.1%—

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

USPX$103 − $3 = $100

KeptFee

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