USSG vs SCHB

AUSSG

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,856USSG · 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 common45.6%USSG and SCHB

USSG

SCHB

Xtrackers MSCI USA Selection Equity ETF · $568MSchwab U.S. Broad Market ETF · $44.9B

+24.5%3 years · per year$19,312 · $19,056+24.0%

+12.3%5 years · per year$17,856 · $17,270+11.5%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $104 on $10k1.04%

−11.2%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSG · SCHB

13.9%NVDA6.8%

10.8%MSFT5.3%

4.8%GOOGL2.2%

3.8%GOOG1.8%

Held in common45.6%

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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	0.96%	+1.5%	+13.5%	+13.6%	+24.5%	+12.3%	−11.2%	$568M
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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	0.96%	+1.5%	+13.5%	+13.6%	+24.5%	+12.3%	−11.2%	$568M
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

USSG vs SCHB

USSG

Xtrackers MSCI USA Selection Equity

$17,856

SCHB

Schwab U.S. Broad Market

$17,270

MeasureUSSGSCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.96%1.04%

5 years, per year+12.3%+11.5%

3 years, per year+24.5%+24.0%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y14.2%13.1%

3–2measures won
SCHB first

45.6%

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: USSG, SCHB

Today

45.6%most shared, USSG and SCHB

USSGSCHB

USSG—45.6%

SCHB45.6%—

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

USSG$96 − $9 = $87

KeptFee

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