BBC vs SCHD

ABBC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · SCHD $16,881

Lowest cost0.04%VYM · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%BBC and SCHD

BBC

SCHD

Virtus Biotech Clinical Trials ETF · $34MSchwab U.S. Dividend Equity ETF · $123B

+37.4%3 years · per year$25,933 · $17,908+21.4%

+0.6%5 years · per year$10,290 · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $291 on $10k2.91%

−30.2%Worst dropSmaller wins−6.9%

37.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBBC · SCHD

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

Held in common0.0%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	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
3	ABBC	Virtus Biotech Clinical Trials ETFRead Desk	0.65%	1.50%	+1.9%	+13.1%	+43.3%	+37.4%	+0.6%	−30.2%	$34M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	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
3	ABBC	Virtus Biotech Clinical Trials ETFRead Desk	0.65%	1.50%	+1.9%	+13.1%	+43.3%	+37.4%	+0.6%	−30.2%	$34M

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

BBC vs SCHD

BBC

Virtus Biotech Clinical Trials

$10,290

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureBBCSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.50%2.91%

5 years, per year+0.6%+11.0%

3 years, per year+37.4%+21.4%

Worst drop · 1Y−30.2%−6.9%

Volatility · 1Y37.6%11.5%

5–1measures won
SCHD first

0.0%

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: BBC, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

BBCSCHDVYM

BBC—0.0%0.0%

SCHD0.0%—21.9%

VYM0.0%21.9%—

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

VYM$222 − $4 = $218

BBC$150 − $65 = $85

KeptFee

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