APUE vs SCHD

AAPUE

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common8.4%APUE and SCHD

APUE

SCHD

ActivePassive U.S. Equity ETF · $2.4BSchwab U.S. Dividend Equity ETF · $120B

+21.5%3 years · per year$17,957 · $17,266+20.0%

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

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

0.76%12-mo yield$76 · $300 on $10k3.00%

−9.0%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPUE · SCHD

0.6%KO4.3%

0.6%CVX4.0%

0.5%MRK3.8%

0.5%PG4.5%

Held in common8.4%

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	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
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	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.76%	+0.2%	+9.1%	+10.7%	+21.5%	new	−9.0%	$2.4B

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	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
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	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.76%	+0.2%	+9.1%	+10.7%	+21.5%	new	−9.0%	$2.4B

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

APUE vs SCHD

APUE

ActivePassive U.S. Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAPUESCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield0.76%3.00%

5 years, per year[…]+10.2%

3 years, per year+21.5%+20.0%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y13.5%11.7%

4–1measures won
SCHD first

8.4%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

Overlap: APUE, SCHD, IWF

Today

50.7%most shared, APUE and IWF

APUESCHDIWF

APUE—8.4%50.7%

SCHD8.4%—3.7%

IWF50.7%3.7%—

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

APUE$76 − $31 = $45

IWF$39 − $18 = $21

KeptFee

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