AVGV vs SCHD

AAVGV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

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 common0.0%AVGV and SCHD

AVGV

SCHD

Avantis All Equity Markets Value ETF 9 · $480MSchwab U.S. Dividend Equity ETF · $122B

+22.0%3 years · per year$18,149 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.26%Expense ratio$26 · $6 on $10k · lower wins0.06%

2.00%12-mo yield$200 · $296 on $10k2.96%

−8.1%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVGV · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk	0.26%	2.00%	+2.5%	+18.5%	+25.2%	+22.0%	new	−8.1%	$480M

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%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk	0.26%	2.00%	+2.5%	+18.5%	+25.2%	+22.0%	new	−8.1%	$480M

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

AVGV vs SCHD

AVGV

Avantis All Equity Markets Value ETF 9

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureAVGVSCHD

Fee0.26%0.06%

Cost on $10k a year$26$6

Yield2.00%2.96%

5 years, per year[…]+10.5%

3 years, per year+22.0%+19.6%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y13.3%11.8%

4–1measures won
SCHD first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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$61.4B

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: AVGV, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

AVGVSCHDIWF

AVGV—0.0%0.0%

SCHD0.0%—3.6%

IWF0.0%3.6%—

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

AVGV$200 − $26 = $174

IWF$38 − $18 = $20

KeptFee

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