SCHD vs WCEO

ASCHD

BWCEO

Measures won5–0SCHD wins · of 6 · 3Y

$10,000 · 3Y$18,934CGDV · VYM $17,150

Lowest cost0.04%VYM · $4 on $10k

Most income2.96%SCHD · $296 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 · $122BHypatia Women CEO ETF · $13M

+19.6%3 years · per year$17,123 · $16,669+18.6%

+10.5%5 years · per year$16,459 · […][…]

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

2.96%12-mo yield$296 · $53 on $10k0.53%

−6.9%Worst dropSmaller wins−7.3%

11.8%VolatilityLower wins14.5%

5–0SCHD wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsSCHD · WCEO

3.8%ACN0.9%

2.9%ADP0.6%

1.9%UPS0.6%

0.5%PFG1.0%

Held in common2.8%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M

End-of-day Nov 9, 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

$17,123

WCEO

Hypatia Women CEO

$16,670

MeasureSCHDWCEO

Fee0.06%0.85%

Cost on $10k a year$6$85

Yield2.96%0.53%

5 years, per year+10.5%[…]

3 years, per year+19.6%+18.6%

Worst drop · 1Y−6.9%−7.3%

Volatility · 1Y11.8%14.5%

5–0measures won
SCHD first

2.8%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, WCEO, VYM, CGDV

Today

22.8%most shared, VYM and CGDV

SCHDWCEOVYMCGDV

SCHD—2.8%21.9%5.8%

WCEO2.8%—7.2%0.7%

VYM21.9%7.2%—22.8%

CGDV5.8%0.7%22.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee