XLSR vs SCHB

AXLSR

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · XLSR $15,519

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 common20.3%XLSR and SCHB

XLSR

SCHB

State Street US Sector Rotation ETF · $1.1BSchwab U.S. Broad Market ETF · $44.0B

+19.0%3 years · per year$16,861 · $19,056+24.0%

+9.2%5 years · per year$15,519 · $17,270+11.5%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.40%12-mo yield$40 · $104 on $10k1.04%

−11.1%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.1%

0–6SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · SCHB

3.8%NVDA6.8%

3.7%AAPL6.6%

2.8%MSFT5.3%

3.6%GOOGL2.2%

Held in common20.3%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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

XLSR vs SCHB

XLSR

US Sector Rotation

$15,519

SCHB

Schwab U.S. Broad Market

$17,270

MeasureXLSRSCHB

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.40%1.04%

5 years, per year+9.2%+11.5%

3 years, per year+19.0%+24.0%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y13.8%13.1%

6–0measures won
SCHB first

20.3%

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$95.4B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XLSR, SCHB

Today

20.3%most shared, XLSR and SCHB

XLSRSCHB

XLSR—20.3%

SCHB20.3%—

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

XLSR$40 − $70 = −$30

KeptFee

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