CFA vs SCHD

ACFA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · CFA $14,893

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common9.7%CFA and SCHD

CFA

SCHD

VictoryShares US 500 Volatility Wtd ETF · $538MSchwab U.S. Dividend Equity ETF · $123B

+18.0%3 years · per year$16,423 · $17,908+21.4%

+8.3%5 years · per year$14,893 · $16,881+11.0%

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

1.19%12-mo yield$119 · $291 on $10k2.91%

−7.1%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCFA · SCHD

0.4%PG4.3%

0.3%KO4.2%

0.3%CINF0.7%

0.3%PFG0.5%

Held in common9.7%

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%	$122.9B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

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%	$122.9B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

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

CFA vs SCHD

CFA

VictoryShares US 500 Volatility Wtd

$14,893

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCFASCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.19%2.91%

5 years, per year+8.3%+11.0%

3 years, per year+18.0%+21.4%

Worst drop · 1Y−7.1%−6.9%

Volatility · 1Y10.6%11.5%

5–1measures won
SCHD first

9.7%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CFA, SCHD

Today

9.7%most shared, CFA and SCHD

CFASCHD

CFA—9.7%

SCHD9.7%—

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

CFA$119 − $38 = $81

KeptFee

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