CATH vs SCHD

ACATH

BSCHD

Measures won1–5SCHD 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 common7.6%CATH and SCHD

CATH

SCHD

Global X - S&P 500 Catholic Values ETF · $1.4BSchwab U.S. Dividend Equity ETF · $120B

+20.6%3 years · per year$17,535 · $17,266+20.0%

+10.0%5 years · per year$16,121 · $16,267+10.2%

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

0.78%12-mo yield$78 · $300 on $10k3.00%

−9.4%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCATH · SCHD

1.2%AMGN4.1%

0.9%PG4.5%

0.7%CVX4.0%

0.6%HD4.3%

Held in common7.6%

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	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	0.0%	+6.8%	+7.3%	+20.6%	+10.0%	−9.4%	$1.4B

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	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	0.0%	+6.8%	+7.3%	+20.6%	+10.0%	−9.4%	$1.4B

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

CATH vs SCHD

CATH

Global X - S&P 500 Catholic Values

$16,121

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCATHSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield0.78%3.00%

5 years, per year+10.0%+10.2%

3 years, per year+20.6%+20.0%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.6%11.7%

5–1measures won
SCHD first

7.6%

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: CATH, SCHD, VUG

Today

54.4%most shared, CATH and VUG

CATHSCHDVUG

CATH—7.6%54.4%

SCHD7.6%—0.8%

VUG54.4%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

CATH$78 − $29 = $49

VUG$42 − $3 = $39

KeptFee

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