VUSE vs SCHB

AVUSE

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,452VUSE · 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 common35.7%VUSE and SCHB

VUSE

SCHB

Vident U.S. Equity Strategy ETF · $642MSchwab U.S. Broad Market ETF · $43.2B

+15.8%3 years · per year$15,534 · $17,991+21.6%

+10.5%5 years · per year$16,452 · $16,377+10.4%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.34%12-mo yield$34 · $109 on $10k1.09%

−9.3%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUSE · SCHB

2.9%AAPL7.1%

2.9%MSFT5.6%

2.6%AMZN3.6%

2.7%GOOGL2.3%

Held in common35.7%

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

Both

5Y2 funds

#			Trend
1	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−0.2%	+5.3%	+5.7%	+15.8%	+10.5%	−9.3%	$642M
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−0.2%	+5.3%	+5.7%	+15.8%	+10.5%	−9.3%	$642M
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

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

VUSE vs SCHB

VUSE

Vident U.S. Equity Strategy

$16,452

SCHB

Schwab U.S. Broad Market

$16,377

MeasureVUSESCHB

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.34%1.09%

5 years, per year+10.5%+10.4%

3 years, per year+15.8%+21.6%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.3%13.8%

5–1measures won
SCHB first

35.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VUSE, SCHB

Today

35.7%most shared, VUSE and SCHB

VUSESCHB

VUSE—35.7%

SCHB35.7%—

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

VUSE$34 − $50 = −$16

KeptFee

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