XTR vs SCHB

AXTR

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · XTR $14,992

Lowest cost0.03%SCHB · $3 on $10k

Most income16.83%XTR · $1,683 on $10k

Smallest drop−8.5%XTR · worst fall in 1Y

Held in common89.1%XTR and SCHB

XTR

SCHB

Global X S&P 500 Tail Risk ETF · $5MSchwab U.S. Broad Market ETF · $44.9B

+18.2%3 years · per year$16,501 · $18,100+21.9%

+8.4%5 years · per year$14,992 · $16,348+10.3%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

16.83%12-mo yield$1,683 · $109 on $10k1.09%

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · SCHB

7.7%AAPL6.9%

7.3%NVDA6.5%

6.2%MSFT5.6%

3.9%AMZN3.5%

Held in common89.1%

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	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.83%	−3.4%	+5.7%	+6.5%	+18.2%	+8.4%	−8.5%	$5M

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	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.83%	−3.4%	+5.7%	+6.5%	+18.2%	+8.4%	−8.5%	$5M

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

XTR vs SCHB

XTR

Global X S&P 500 Tail Risk

$14,992

SCHB

Schwab U.S. Broad Market

$16,348

MeasureXTRSCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield16.83%1.09%

5 years, per year+8.4%+10.3%

3 years, per year+18.2%+21.9%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%13.8%

3–3measures won
level

89.1%

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: XTR, SCHB

Today

89.1%most shared, XTR and SCHB

XTRSCHB

XTR—89.1%

SCHB89.1%—

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

Income After Fees on $10,000

$1,658most kept, XTR

XTR$1,683 − $25 = $1,658

SCHB$109 − $3 = $106

KeptFee

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