CBSE vs SCHD

ACBSE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.5%CBSE and SCHD

CBSE

SCHD

Clough Select Equity ETF · $42MSchwab U.S. Dividend Equity ETF · $120B

+25.3%3 years · per year$19,657 · $17,266+20.0%

+7.2%5 years · per year$14,156 · $16,267+10.2%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

0.34%12-mo yield$34 · $300 on $10k3.00%

−23.8%Worst dropSmaller wins−6.9%

26.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBSE · SCHD

2.6%DVN1.1%

2.3%APA0.4%

Held in common1.5%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACBSE	Clough Select Equity ETFRead Desk	0.85%	0.34%	+1.5%	+3.1%	+2.2%	+25.3%	+7.2%	−23.8%	$42M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACBSE	Clough Select Equity ETFRead Desk	0.85%	0.34%	+1.5%	+3.1%	+2.2%	+25.3%	+7.2%	−23.8%	$42M

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

CBSE vs SCHD

CBSE

Clough Select Equity

$14,156

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCBSESCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield0.34%3.00%

5 years, per year+7.2%+10.2%

3 years, per year+25.3%+20.0%

Worst drop · 1Y−23.8%−6.9%

Volatility · 1Y26.4%11.7%

5–1measures won
SCHD first

1.5%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CBSE, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CBSESCHDVIG

CBSE—1.5%11.7%

SCHD1.5%—14.5%

VIG11.7%14.5%—

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

VIG$150 − $4 = $146

CBSE$34 − $85 = −$51

KeptFee

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