AAUS vs SCHD

AAAUS

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,454SCHD · IWF $15,441

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.8%AAUS and SCHD

AAUS

SCHD

EA Series Trust - Alpha Architect US Equity ETF · $509MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,118+19.6%

[…]5 years · per year[…] · $16,454+10.5%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

0.34%12-mo yield$34 · $296 on $10k2.96%

−9.1%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.8%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAAUS · SCHD

0.7%KO4.3%

0.7%CVX4.0%

0.6%MRK3.8%

0.5%PG4.5%

Held in common7.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AAAUS	EA Series Trust - Alpha Architect US Equity ETFRead Desk	0.09%	0.34%	+2.5%	+9.4%	+11.5%	new	new	−9.1%	$509M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AAAUS	EA Series Trust - Alpha Architect US Equity ETFRead Desk	0.09%	0.34%	+2.5%	+9.4%	+11.5%	new	new	−9.1%	$509M

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

AAUS vs SCHD

AAUS

EA Series Trust - Alpha Architect US Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureAAUSSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.34%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.7%11.8%

4–0measures won
SCHD first

7.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: AAUS, SCHD, IWF

Today

51.9%most shared, AAUS and IWF

AAUSSCHDIWF

AAUS—7.8%51.9%

SCHD7.8%—3.7%

IWF51.9%3.7%—

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

AAUS$34 − $9 = $25

IWF$39 − $18 = $21

KeptFee

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