VTHR vs SCHB

AVTHR

BSCHB

Measures won1–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,277VTHR · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common93.5%VTHR and SCHB

VTHR

SCHB

Vanguard Russell 3000 ETF · $4.9BSchwab U.S. Broad Market ETF · $44.9B

+24.0%3 years · per year$19,051 · $19,056+24.0%

+11.6%5 years · per year$17,277 · $17,270+11.5%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

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

−8.9%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.1%

1–2SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTHR · SCHB

7.3%NVDA6.8%

6.6%AAPL6.6%

5.2%MSFT5.3%

3.3%AMZN3.4%

Held in common93.5%

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	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$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	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$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

VTHR vs SCHB

VTHR

Vanguard Russell 3000

$17,277

SCHB

Schwab U.S. Broad Market

$17,270

MeasureVTHRSCHB

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.03%1.04%

5 years, per year+11.6%+11.5%

3 years, per year+24.0%+24.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.1%13.1%

1–1measures won
level

93.5%

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: VTHR, SCHB

Today

93.5%most shared, VTHR and SCHB

VTHRSCHB

VTHR—93.5%

SCHB93.5%—

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

VTHR$103 − $6 = $97

KeptFee

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