XLSR vs SCHB

AXLSR

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common20.5%XLSR and SCHB

XLSR

SCHB

State Street US Sector Rotation ETF · $1.0BSchwab U.S. Broad Market ETF · $43.2B

+16.9%3 years · per year$15,995 · $17,991+21.6%

+8.2%5 years · per year$14,831 · $16,377+10.4%

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

4.2%AAPL7.1%

3.6%NVDA6.2%

3.2%MSFT5.6%

3.3%GOOGL2.3%

Held in common20.5%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B

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

XLSR vs SCHB

XLSR

US Sector Rotation

$14,831

SCHB

Schwab U.S. Broad Market

$16,377

MeasureXLSRSCHB

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.42%1.09%

5 years, per year+8.2%+10.4%

3 years, per year+16.9%+21.6%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.5%13.8%

6–0measures won
SCHB first

20.5%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

Overlap: XLSR, SCHB, VTV

Today

39.6%most shared, SCHB and VTV

XLSRSCHBVTV

XLSR—20.5%0.6%

SCHB20.5%—39.6%

VTV0.6%39.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SCHB$109 − $3 = $106

XLSR$42 − $70 = −$28

KeptFee

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