CLCV vs SCHD

ACLCV

BSCHD

Measures won0–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SCHD $16,459

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common11.0%CLCV and SCHD

CLCV

SCHD

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

0.35%12-mo yield$35 · $296 on $10k2.96%

−6.9%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.8%

0–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLCV · SCHD

2.6%COP3.9%

2.3%VZ3.6%

1.8%CMCSA2.1%

1.7%ADP2.9%

Held in common11.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	ACLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk	0.50%	0.35%	+2.3%	+15.0%	+21.0%	new	new	−6.9%	$19M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	ACLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk	0.50%	0.35%	+2.3%	+15.0%	+21.0%	new	new	−6.9%	$19M

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

CLCV vs SCHD

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureCLCVSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.35%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y12.5%11.8%

3–0measures won
SCHD first

11.0%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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: CLCV, SCHD, VTV

Today

24.4%most shared, CLCV and VTV

CLCVSCHDVTV

CLCV—11.0%24.4%

SCHD11.0%—17.9%

VTV24.4%17.9%—

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

VTV$183 − $3 = $180

CLCV$35 − $50 = −$15

KeptFee

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