XMAG vs SCHB

AXMAG

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−7.3%XMAG · worst fall in 1Y

Held in common59.3%XMAG and SCHB

XMAG

SCHB

Large Cap Ex-Mag 7 ETF · $204MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.47%12-mo yield$47 · $109 on $10k1.09%

−7.3%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXMAG · SCHB

2.4%AVGO2.1%

2.8%LLY1.5%

1.9%BRK-B1.5%

2.2%JPM1.3%

Held in common59.3%

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	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	AXMAG	Large Cap Ex-Mag 7 ETFRead Desk		0.35%	0.47%	−4.3%	+9.9%	+13.0%	new	new	−7.3%	$204M

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	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	AXMAG	Large Cap Ex-Mag 7 ETFRead Desk		0.35%	0.47%	−4.3%	+9.9%	+13.0%	new	new	−7.3%	$204M

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

XMAG vs SCHB

XMAG

Large Cap Ex-Mag 7

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureXMAGSCHB

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.47%1.09%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y13.1%13.8%

2–2measures won
level

59.3%

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

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

Overlap: XMAG, SCHB

Today

59.3%most shared, XMAG and SCHB

XMAGSCHB

XMAG—59.3%

SCHB59.3%—

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

XMAG$47 − $35 = $12

KeptFee

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