AVSC vs SCHD

AAVSC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SCHD $16,375

Lowest cost0.03%VTV · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.8%AVSC and SCHD

AVSC

SCHD

Avantis U.S. Small Cap Equity ETF · $3.3BSchwab U.S. Dividend Equity ETF · $120B

+20.3%3 years · per year$17,409 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

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

1.00%12-mo yield$100 · $298 on $10k2.98%

−8.1%Worst dropSmaller wins−6.9%

16.1%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSC · SCHD

0.3%MTN0.1%

0.2%MUR0.1%

0.3%FHI0.1%

0.2%MC0.1%

Held in common1.8%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSC vs SCHD

AVSC

Avantis U.S. Small Cap Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAVSCSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield1.00%2.98%

5 years, per year[…]+10.4%

3 years, per year+20.3%+20.3%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y16.1%11.7%

4–0measures won
SCHD first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVSC, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

AVSCSCHDVTV

AVSC—1.8%0.0%

SCHD1.8%—17.9%

VTV0.0%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

AVSC$100 − $25 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee