XOEX vs SCHB

AXOEX

BSCHB

Measures won3–2XOEX wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.48%XOEX · $148 on $10k

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

Held in common20.0%XOEX and SCHB

XOEX

SCHB

Xtrackers S&P 100 Ex Top 20 ETF · $280MSchwab U.S. Broad Market ETF · $44.9B

+19.6%3 years · per year$17,126 · $18,100+21.9%

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

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $109 on $10k1.09%

−7.3%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.8%

3–2XOEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEX · SCHB

3.5%MA0.7%

3.4%ABBV0.7%

2.8%CVX0.6%

2.6%PLTR0.5%

Held in common20.0%

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	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−3.3%	+10.8%	+15.2%	+19.6%	new	−7.3%	$280M

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	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−3.3%	+10.8%	+15.2%	+19.6%	new	−7.3%	$280M

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

XOEX vs SCHB

XOEX

Xtrackers S&P 100 Ex Top 20

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureXOEXSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.48%1.09%

5 years, per year[…]+10.3%

3 years, per year+19.6%+21.9%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.8%13.8%

3–2measures won
XOEX first

20.0%

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: XOEX, SCHB

Today

20.0%most shared, XOEX and SCHB

XOEXSCHB

XOEX—20.0%

SCHB20.0%—

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

Income After Fees on $10,000

$133most kept, XOEX

XOEX$148 − $15 = $133

SCHB$109 − $3 = $106

KeptFee

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