AVUS vs SCHD

AAVUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · AVUS $16,989

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common9.3%AVUS and SCHD

AVUS

SCHD

Avantis U.S. Equity ETF · $14.3BSchwab U.S. Dividend Equity ETF · $120B

+21.7%3 years · per year$18,045 · $17,266+20.0%

+11.2%5 years · per year$16,989 · $16,267+10.2%

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

0.96%12-mo yield$96 · $300 on $10k3.00%

−7.8%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUS · SCHD

0.7%CVX4.0%

0.7%MRK3.8%

0.5%COP3.9%

0.5%VZ3.6%

Held in common9.3%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	+0.1%	+12.2%	+14.4%	+21.7%	+11.2%	−7.8%	$14.3B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	+0.1%	+12.2%	+14.4%	+21.7%	+11.2%	−7.8%	$14.3B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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

$16,989

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAVUSSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.96%3.00%

5 years, per year+11.2%+10.2%

3 years, per year+21.7%+20.0%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y13.2%11.7%

4–2measures won
SCHD first

9.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AVUS, SCHD, VTV

Today

38.6%most shared, AVUS and VTV

AVUSSCHDVTV

AVUS—9.3%38.6%

SCHD9.3%—17.9%

VTV38.6%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

AVUS$96 − $15 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee