BMVP vs SCHD

ABMVP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BMVP $14,370

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common14.3%BMVP and SCHD

BMVP

SCHD

Invesco Bloomberg MVP Multi-factor ETF · $106MSchwab U.S. Dividend Equity ETF · $120B

+17.4%3 years · per year$16,196 · $17,414+20.3%

+7.5%5 years · per year$14,370 · $16,375+10.4%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

1.75%12-mo yield$175 · $298 on $10k2.98%

−6.4%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBMVP · SCHD

2.1%UPS2.0%

2.0%ADP2.8%

1.9%PEP3.9%

1.9%KO4.2%

Held in common14.3%

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

Both

5Y2 funds

#			Trend
1	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
2	ABMVP	Invesco Bloomberg MVP Multi-factor ETFRead Desk		0.29%	1.75%	−2.5%	+12.7%	+15.6%	+17.4%	+7.5%	−6.4%	$106M

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

Both

5Y2 funds

#			Trend
1	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
2	ABMVP	Invesco Bloomberg MVP Multi-factor ETFRead Desk		0.29%	1.75%	−2.5%	+12.7%	+15.6%	+17.4%	+7.5%	−6.4%	$106M

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

BMVP vs SCHD

BMVP

Invesco Bloomberg MVP Multi-factor

$14,370

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBMVPSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.75%2.98%

5 years, per year+7.5%+10.4%

3 years, per year+17.4%+20.3%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y10.8%11.7%

4–2measures won
SCHD first

14.3%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BMVP, SCHD

Today

14.3%most shared, BMVP and SCHD

BMVPSCHD

BMVP—14.3%

SCHD14.3%—

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

BMVP$175 − $29 = $146

KeptFee

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