CDL vs SCHD

ACDL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · CDL $16,692

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%CDL · $300 on $10k

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

Held in common21.9%CDL and SCHD

CDL

SCHD

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413MSchwab U.S. Dividend Equity ETF · $121B

+20.3%3 years · per year$17,409 · $17,908+21.4%

+10.8%5 years · per year$16,692 · $16,881+11.0%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

3.00%12-mo yield$300 · $291 on $10k2.91%

−7.9%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · SCHD

1.4%PG4.3%

1.2%PEP3.8%

1.1%CVX4.2%

1.1%MO3.0%

Held in common21.9%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$413M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$413M

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

CDL vs SCHD

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,692

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCDLSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield3.00%2.91%

5 years, per year+10.8%+11.0%

3 years, per year+20.3%+21.4%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.0%11.5%

4–2measures won
SCHD first

21.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CDL, SCHD

Today

21.9%most shared, CDL and SCHD

CDLSCHD

CDL—21.9%

SCHD21.9%—

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

CDL$300 − $38 = $262

KeptFee

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