XLSR vs SCHB

AXLSR

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · IWF $15,330

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 common20.5%XLSR and SCHB

XLSR

SCHB

State Street US Sector Rotation ETF · $1.1BSchwab U.S. Broad Market ETF · $44.9B

+17.0%3 years · per year$16,015 · $18,100+21.9%

+8.1%5 years · per year$14,735 · $16,348+10.3%

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

0.42%12-mo yield$42 · $109 on $10k1.09%

−11.1%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.8%

0–6SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · SCHB

4.0%AAPL6.9%

3.8%NVDA6.5%

3.1%MSFT5.6%

3.2%GOOGL2.3%

Held in common20.5%

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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

XLSR vs SCHB

XLSR

US Sector Rotation

$14,735

SCHB

Schwab U.S. Broad Market

$16,348

MeasureXLSRSCHB

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.42%1.09%

5 years, per year+8.1%+10.3%

3 years, per year+17.0%+21.9%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.5%13.8%

6–0measures won
SCHB first

20.5%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: XLSR, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

XLSRSCHBIWF

XLSR—20.5%21.4%

SCHB20.5%—53.3%

IWF21.4%53.3%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

XLSR$42 − $70 = −$28

KeptFee

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