CDX vs SCHD

ACDX

BSCHD

Measures won3–2CDX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.33%CDX · $833 on $10k

Smallest drop−5.9%CDX · worst fall in 1Y

Held in common3.5%CDX and SCHD

CDX

SCHD

Simplify High Yield ETF · $300MSchwab U.S. Dividend Equity ETF · $120B

+5.7%3 years · per year$11,808 · $17,266+20.0%

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

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

8.33%12-mo yield$833 · $300 on $10k3.00%

−5.9%Worst dropSmaller wins−6.9%

6.3%VolatilityLower wins11.7%

3–2CDX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDX · SCHD

0.4%ACN3.9%

0.3%AMGN4.1%

0.3%HD4.3%

0.3%MO3.1%

Held in common3.5%

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%	$119.9B
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	ACDX	Simplify High Yield ETFRead Desk	0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$300M

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%	$119.9B
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	ACDX	Simplify High Yield ETFRead Desk	0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$300M

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

CDX vs SCHD

CDX

Simplify High Yield

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCDXSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield8.33%3.00%

5 years, per year[…]+10.2%

3 years, per year+5.7%+20.0%

Worst drop · 1Y−5.9%−6.9%

Volatility · 1Y6.3%11.7%

3–2measures won
CDX first

3.5%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CDX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CDXSCHDVIG

CDX—3.5%10.1%

SCHD3.5%—14.5%

VIG10.1%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$783most kept, CDX

CDX$833 − $50 = $783

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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