WELD vs SCHB

AWELD

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · VUG $16,565

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common1.5%WELD and SCHB

WELD

SCHB

Tema U.S. Manufacturing & Reshoring ETF · $230MSchwab U.S. Broad Market ETF · $43.2B

+22.4%3 years · per year$18,317 · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.26%12-mo yield$26 · $106 on $10k1.06%

−26.3%Worst dropSmaller wins−8.9%

30.0%VolatilityLower wins14.0%

1–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWELD · SCHB

4.0%CAT0.4%

4.6%LIN0.3%

4.8%ETN0.2%

7.3%PH0.2%

Held in common1.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk	0.75%	0.26%	+5.3%	+12.2%	+14.2%	+22.4%	new	−26.3%	$230M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk	0.75%	0.26%	+5.3%	+12.2%	+14.2%	+22.4%	new	−26.3%	$230M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WELD vs SCHB

WELD

Tema U.S. Manufacturing & Reshoring

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureWELDSCHB

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.26%1.06%

5 years, per year[…]+10.8%

3 years, per year+22.4%+21.8%

Worst drop · 1Y−26.3%−8.9%

Volatility · 1Y30.0%14.0%

4–1measures won
SCHB first

1.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: WELD, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

WELDSCHBVUG

WELD—1.5%0.0%

SCHB1.5%—50.3%

VUG0.0%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

WELD$26 − $75 = −$49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee