USXF vs SCHB

AUSXF

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$18,166USXF · 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 common36.1%USXF and SCHB

USXF

SCHB

iShares ESG Advanced MSCI USA ETF · $1.4BSchwab U.S. Broad Market ETF · $44.9B

+26.1%3 years · per year$20,049 · $19,056+24.0%

+12.7%5 years · per year$18,166 · $17,270+11.5%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $104 on $10k1.04%

−10.2%Worst dropSmaller wins−8.9%

19.6%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · SCHB

12.4%NVDA6.8%

6.2%AVGO2.2%

4.0%MU1.3%

3.3%AMD1.1%

Held in common36.1%

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.2%	+14.2%	+12.0%	+26.1%	+12.7%	−10.2%	$1.4B
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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.2%	+14.2%	+12.0%	+26.1%	+12.7%	−10.2%	$1.4B
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

USXF vs SCHB

USXF

iShares ESG Advanced MSCI USA

$18,166

SCHB

Schwab U.S. Broad Market

$17,270

MeasureUSXFSCHB

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.88%1.04%

5 years, per year+12.7%+11.5%

3 years, per year+26.1%+24.0%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y19.6%13.1%

4–2measures won
SCHB first

36.1%

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: USXF, SCHB

Today

36.1%most shared, USXF and SCHB

USXFSCHB

USXF—36.1%

SCHB36.1%—

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

USXF$88 − $10 = $78

KeptFee

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