CEFA vs SCHD

ACEFA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VXUS $15,003

Lowest cost0.05%VXUS · $5 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%CEFA and SCHD

CEFA

SCHD

Global X - S&P Catholic Values Developed ex-U.S. ETF · $71MSchwab U.S. Dividend Equity ETF · $123B

+18.9%3 years · per year$16,825 · $17,908+21.4%

+7.1%5 years · per year$14,106 · $16,881+11.0%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

2.69%12-mo yield$269 · $291 on $10k2.91%

−11.5%Worst dropSmaller wins−6.9%

16.4%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCEFA · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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%	$122.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk	0.35%	2.69%	+2.0%	+10.4%	+13.2%	+18.9%	+7.1%	−11.5%	$71M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk	0.35%	2.69%	+2.0%	+10.4%	+13.2%	+18.9%	+7.1%	−11.5%	$71M

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

CEFA vs SCHD

CEFA

Global X - S&P Catholic Values Developed ex-U.S.

$14,106

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCEFASCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.69%2.91%

5 years, per year+7.1%+11.0%

3 years, per year+18.9%+21.4%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.4%11.5%

6–0measures won
SCHD first

0.0%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CEFA, SCHD, VXUS

Today

30.1%most shared, CEFA and VXUS

CEFASCHDVXUS

CEFA—0.0%30.1%

SCHD0.0%—0.0%

VXUS30.1%0.0%—

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

CEFA$269 − $35 = $234

VXUS$237 − $5 = $232

KeptFee

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