AOR vs SCHD

AAOR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.6%AOR · worst fall in 1Y

Held in common2.9%AOR and SCHD

AOR

SCHD

iShares Core 60/40 Balanced Allocation ETF · $4.0BSchwab U.S. Dividend Equity ETF · $122B

+14.6%3 years · per year$15,050 · $17,123+19.6%

+6.3%5 years · per year$13,557 · $16,459+10.5%

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

2.65%12-mo yield$265 · $296 on $10k2.96%

−6.6%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAOR · SCHD

0.2%CVX4.0%

0.2%PG4.4%

0.2%KO4.3%

0.2%MRK3.8%

Held in common2.9%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	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
3	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk	0.20%	2.65%	+1.5%	+7.0%	+8.8%	+14.6%	+6.3%	−6.6%	$4.0B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	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
3	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk	0.20%	2.65%	+1.5%	+7.0%	+8.8%	+14.6%	+6.3%	−6.6%	$4.0B

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

AOR vs SCHD

AOR

iShares Core 60/40 Balanced Allocation

$13,557

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureAORSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.65%2.96%

5 years, per year+6.3%+10.5%

3 years, per year+14.6%+19.6%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y9.7%11.8%

4–2measures won
SCHD first

2.9%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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: AOR, SCHD, VIG

Today

15.8%most shared, AOR and VIG

AORSCHDVIG

AOR—2.9%15.8%

SCHD2.9%—14.5%

VIG15.8%14.5%—

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

AOR$265 − $20 = $245

VIG$146 − $4 = $142

KeptFee

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