CFA vs SCHD

ACFA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 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 · $530MSchwab U.S. Dividend Equity ETF · $120B

+16.6%3 years · per year$15,833 · $17,123+19.6%

+7.8%5 years · per year$14,578 · $16,459+10.5%

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

1.20%12-mo yield$120 · $296 on $10k2.96%

−7.1%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCFA · SCHD

0.4%PG4.4%

0.4%KO4.3%

0.3%CINF0.7%

0.3%SNA0.5%

Held in common9.7%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.20%	+2.2%	+13.5%	+16.4%	+16.6%	+7.8%	−7.1%	$530M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.20%	+2.2%	+13.5%	+16.4%	+16.6%	+7.8%	−7.1%	$530M

End-of-day Nov 9, 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

$14,578

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureCFASCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.20%2.96%

5 years, per year+7.8%+10.5%

3 years, per year+16.6%+19.6%

Worst drop · 1Y−7.1%−6.9%

Volatility · 1Y11.2%11.8%

5–1measures won
SCHD first

9.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CFA, SCHD, IWF

Today

16.9%most shared, CFA and IWF

CFASCHDIWF

CFA—9.7%16.9%

SCHD9.7%—3.6%

IWF16.9%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CFA$120 − $38 = $82

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee