CAMX vs SCHD

ACAMX

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common7.1%CAMX and SCHD

CAMX

SCHD

Cambiar Aggressive Value ETF · $70MSchwab U.S. Dividend Equity ETF · $120B

+15.8%3 years · per year$15,548 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $300 on $10k3.00%

−11.8%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAMX · SCHD

4.3%BMY3.1%

2.1%PEP4.0%

1.9%CVX4.0%

Held in common7.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACAMX	Cambiar Aggressive Value ETFRead Desk	0.59%	1.35%	−0.9%	+12.6%	+16.3%	+15.8%	new	−11.8%	$70M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACAMX	Cambiar Aggressive Value ETFRead Desk	0.59%	1.35%	−0.9%	+12.6%	+16.3%	+15.8%	new	−11.8%	$70M

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

CAMX vs SCHD

CAMX

Cambiar Aggressive Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCAMXSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield1.35%3.00%

5 years, per year[…]+10.2%

3 years, per year+15.8%+20.0%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y15.2%11.7%

5–0measures won
SCHD first

7.1%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CAMX, SCHD, VUG

Today

7.1%most shared, CAMX and SCHD

CAMXSCHDVUG

CAMX—7.1%5.7%

SCHD7.1%—0.8%

VUG5.7%0.8%—

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

CAMX$135 − $59 = $76

VUG$42 − $3 = $39

KeptFee

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