VV vs SCHX

AVV

BSCHX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,838VV · SCHX $16,645

Lowest cost0.03%VV · $3 on $10k

Most income1.08%SCHX · $108 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common90.4%VV and SCHX

SCHX

Vanguard Morningstar Large-Cap ETF · $54.1BSchwab U.S. Large-Cap ETF · $74.3B

+22.3%3 years · per year$18,301 · $18,166+22.0%

+11.0%5 years · per year$16,838 · $16,646+10.7%

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

1.07%12-mo yield$107 · $108 on $10k1.08%

−9.2%Worst dropSmaller wins−9.0%

13.7%VolatilityLower wins13.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVV · SCHX

7.5%AAPL7.3%

8.1%NVDA6.9%

5.9%MSFT5.9%

3.7%AMZN3.7%

Held in common90.4%

End-of-day Nov 5, 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	AVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.07%	−4.4%	+8.1%	+9.4%	+22.3%	+11.0%	−9.2%	$54.1B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B

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

Both

5Y2 funds

#			Trend
1	AVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.07%	−4.4%	+8.1%	+9.4%	+22.3%	+11.0%	−9.2%	$54.1B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B

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

Cards for this view

VV vs SCHX

Vanguard Morningstar Large-Cap

$16,838

SCHX

Schwab U.S. Large-Cap

$16,646

MeasureVVSCHX

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.07%1.08%

5 years, per year+11.0%+10.7%

3 years, per year+22.3%+22.0%

Worst drop · 1Y−9.2%−9.0%

Volatility · 1Y13.7%13.7%

2–1measures won
VV first

90.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VV, SCHX

Today

90.4%most shared, VV and SCHX

VVSCHX

VV—90.4%

SCHX90.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, SCHX

SCHX$108 − $3 = $105

VV$107 − $3 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee