ADPV vs SCHD

AADPV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.7%ADPV and SCHD

ADPV

SCHD

Adaptiv Select ETF · $166MSchwab U.S. Dividend Equity ETF · $120B

+23.9%3 years · per year$19,028 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

1.00%Expense ratio$100 · $6 on $10k · lower wins0.06%

0.71%12-mo yield$71 · $300 on $10k3.00%

−15.0%Worst dropSmaller wins−6.9%

23.9%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsADPV · SCHD

4.4%APA0.4%

2.5%DINO0.4%

Held in common0.7%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AADPV	Adaptiv Select ETFRead Desk	1.00%	0.71%	+1.0%	−2.2%	+0.2%	+23.9%	new	−15.0%	$166M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AADPV	Adaptiv Select ETFRead Desk	1.00%	0.71%	+1.0%	−2.2%	+0.2%	+23.9%	new	−15.0%	$166M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ADPV vs SCHD

ADPV

Adaptiv Select

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureADPVSCHD

Fee1.00%0.06%

Cost on $10k a year$100$6

Yield0.71%3.00%

5 years, per year[…]+10.2%

3 years, per year+23.9%+20.0%

Worst drop · 1Y−15.0%−6.9%

Volatility · 1Y23.9%11.7%

4–1measures won
SCHD first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ADPV, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

ADPVSCHDVYM

ADPV—0.7%1.2%

SCHD0.7%—21.9%

VYM1.2%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

ADPV$71 − $100 = −$29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee