AVIG vs SCHD

AAVIG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income4.04%AVIG · $404 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]AVIG and SCHD

AVIG

SCHD

Avantis Core Fixed Income ETF · $2.1BSchwab U.S. Dividend Equity ETF · $123B

+5.9%3 years · per year$11,872 · $17,908+21.4%

−0.1%5 years · per year$9,961 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

4.04%12-mo yield$404 · $291 on $10k2.91%

−5.1%Worst dropSmaller wins−6.9%

4.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVIG · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	AAVIG	Avantis Core Fixed Income ETFRead Desk	0.15%	4.04%	+0.5%	−0.6%	+0.1%	+5.9%	−0.1%	−5.1%	$2.1B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	AAVIG	Avantis Core Fixed Income ETFRead Desk	0.15%	4.04%	+0.5%	−0.6%	+0.1%	+5.9%	−0.1%	−5.1%	$2.1B

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

AVIG vs SCHD

AVIG

Avantis Core Fixed Income

$9,961

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAVIGSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.04%2.91%

5 years, per year−0.1%+11.0%

3 years, per year+5.9%+21.4%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y4.2%11.5%

3–3measures won
level

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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

Overlap: AVIG, SCHD, SGOV

Today

[…]holdings […]

AVIGSCHDSGOV

AVIG—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$389most kept, AVIG

AVIG$404 − $15 = $389

SGOV$363 − $9 = $354

SCHD$291 − $6 = $285

KeptFee

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