AVIE vs SCHD

AAVIE

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−5.4%AVIE · worst fall in 1Y

Held in common25.2%AVIE and SCHD

AVIE

SCHD

Avantis Inflation Focused Equity ETF · $17MSchwab U.S. Dividend Equity ETF · $123B

+16.8%3 years · per year$15,922 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

1.41%12-mo yield$141 · $291 on $10k2.91%

−5.4%Worst dropSmaller wins−6.9%

10.0%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVIE · SCHD

3.7%PG4.3%

3.2%UNH4.0%

3.0%CVX4.2%

2.9%KO4.2%

Held in common25.2%

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	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.41%	+0.5%	+28.1%	+35.5%	+16.8%	new	−5.4%	$17M

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	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.41%	+0.5%	+28.1%	+35.5%	+16.8%	new	−5.4%	$17M

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

AVIE vs SCHD

AVIE

Avantis Inflation Focused Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAVIESCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield1.41%2.91%

5 years, per year[…]+11.0%

3 years, per year+16.8%+21.4%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y10.0%11.5%

3–2measures won
SCHD first

25.2%

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: AVIE, SCHD

Today

25.2%most shared, AVIE and SCHD

AVIESCHD

AVIE—25.2%

SCHD25.2%—

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

AVIE$141 − $25 = $116

KeptFee

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