AVUS vs SCHD

AAVUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,478AVUS · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common9.2%AVUS and SCHD

AVUS

SCHD

Avantis U.S. Equity ETF · $14.6BSchwab U.S. Dividend Equity ETF · $121B

+23.9%3 years · per year$19,000 · $17,784+21.2%

+11.8%5 years · per year$17,478 · $16,352+10.3%

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

0.94%12-mo yield$94 · $297 on $10k2.97%

−7.8%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAVUS · SCHD

0.7%CVX4.2%

0.6%MRK3.8%

0.5%COP4.1%

0.5%VZ3.5%

Held in common9.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+0.1%	+15.2%	+17.1%	+23.9%	+11.8%	−7.8%	$14.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Four

5Y4 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+0.1%	+15.2%	+17.1%	+23.9%	+11.8%	−7.8%	$14.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

AVUS vs SCHD

AVUS

Avantis U.S. Equity

$17,478

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureAVUSSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.94%2.97%

5 years, per year+11.8%+10.3%

3 years, per year+23.9%+21.2%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y12.5%11.4%

4–2measures won
SCHD first

9.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AVUS, SCHD, VIG, VUG

Today

40.4%most shared, AVUS and VUG

AVUSSCHDVIGVUG

AVUS—9.2%38.3%40.4%

SCHD9.2%—14.5%0.8%

VIG38.3%14.5%—26.4%

VUG40.4%0.8%26.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

AVUS$94 − $15 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee