CDL vs SCHD

ACDL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income3.05%CDL · $305 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

+19.9%3 years · per year$17,255 · $17,784+21.2%

+10.1%5 years · per year$16,142 · $16,352+10.3%

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

3.05%12-mo yield$305 · $297 on $10k2.97%

−7.9%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · SCHD

1.4%PG4.3%

1.2%PEP3.9%

1.1%CVX4.2%

1.1%MO3.0%

Held in common21.9%

End-of-day Nov 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.05%	−1.3%	+20.0%	+22.5%	+19.9%	+10.1%	−7.9%	$413M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.05%	−1.3%	+20.0%	+22.5%	+19.9%	+10.1%	−7.9%	$413M

End-of-day Nov 3, 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

$16,142

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCDLSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield3.05%2.97%

5 years, per year+10.1%+10.3%

3 years, per year+19.9%+21.2%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y10.9%11.4%

4–2measures won
SCHD first

21.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CDL, SCHD, VIG

Today

21.9%most shared, CDL and SCHD

CDLSCHDVIG

CDL—21.9%11.5%

SCHD21.9%—14.5%

VIG11.5%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

CDL$305 − $38 = $267

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee