ACWV vs SCHD

AACWV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ACWV $13,924

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.4%ACWV · worst fall in 1Y

Held in common6.7%ACWV and SCHD

ACWV

SCHD

iShares MSCI Global Min Vol Factor ETF · $3.5BSchwab U.S. Dividend Equity ETF · $123B

+14.4%3 years · per year$14,990 · $17,908+21.4%

+6.8%5 years · per year$13,924 · $16,881+11.0%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.80%12-mo yield$180 · $291 on $10k2.91%

−6.4%Worst dropSmaller wins−6.9%

8.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWV · SCHD

0.9%KO4.2%

0.8%PG4.3%

0.8%PEP3.8%

0.7%VZ3.5%

Held in common6.7%

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AACWV	iShares MSCI Global Min Vol Factor ETFRead Desk		0.20%	1.80%	+2.0%	+11.6%	+13.7%	+14.4%	+6.8%	−6.4%	$3.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AACWV	iShares MSCI Global Min Vol Factor ETFRead Desk		0.20%	1.80%	+2.0%	+11.6%	+13.7%	+14.4%	+6.8%	−6.4%	$3.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWV vs SCHD

ACWV

iShares MSCI Global Min Vol Factor

$13,924

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureACWVSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.80%2.91%

5 years, per year+6.8%+11.0%

3 years, per year+14.4%+21.4%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y8.4%11.5%

4–2measures won
SCHD first

6.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ACWV, SCHD

Today

6.7%most shared, ACWV and SCHD

ACWVSCHD

ACWV—6.7%

SCHD6.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ACWV$180 − $20 = $160

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee