SCHD vs WCEO

ASCHD

BWCEO

Measures won5–0SCHD wins · of 6 · 3Y

$10,000 · 3Y$17,414SCHD · VYM $17,266

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.8%SCHD and WCEO

SCHD

WCEO

Schwab U.S. Dividend Equity ETF · $120BHypatia Women CEO ETF · $14M

+20.3%3 years · per year$17,414 · $16,664+18.6%

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%

2.98%12-mo yield$298 · $55 on $10k0.55%

−6.9%Worst dropSmaller wins−7.3%

11.7%VolatilityLower wins14.3%

5–0SCHD wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSCHD · WCEO

3.8%ACN0.9%

2.0%UPS0.6%

2.8%ADP0.6%

0.5%PFG1.0%

Held in common2.8%

End-of-day Nov 5, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M

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

All Three

3Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M

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

SCHD vs WCEO

SCHD

Schwab U.S. Dividend Equity

$17,414

WCEO

Hypatia Women CEO

$16,664

MeasureSCHDWCEO

Fee0.06%0.85%

Cost on $10k a year$6$85

Yield2.98%0.55%

5 years, per year+10.4%[…]

3 years, per year+20.3%+18.6%

Worst drop · 1Y−6.9%−7.3%

Volatility · 1Y11.7%14.3%

5–0measures won
SCHD first

2.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, WCEO, VYM

Today

21.9%most shared, SCHD and VYM

SCHDWCEOVYM

SCHD—2.8%21.9%

WCEO2.8%—7.2%

VYM21.9%7.2%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

WCEO$55 − $85 = −$30

KeptFee

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