CNAV vs SCHD

ACNAV

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common4.2%CNAV and SCHD

CNAV

SCHD

Mohr Company Nav ETF · $50MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

1.39%Expense ratio$139 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−25.8%Worst dropSmaller wins−6.9%

35.6%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCNAV · SCHD

3.4%AMGN4.2%

3.6%BBY0.5%

3.7%DINO0.4%

Held in common4.2%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACNAV	Mohr Company Nav ETFRead Desk		1.39%	0.00%	−4.6%	+16.6%	+16.6%	new	new	−25.8%	$50M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACNAV	Mohr Company Nav ETFRead Desk		1.39%	0.00%	−4.6%	+16.6%	+16.6%	new	new	−25.8%	$50M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CNAV vs SCHD

CNAV

Mohr Company Nav

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureCNAVSCHD

Fee1.39%0.06%

Cost on $10k a year$139$6

Yield0.00%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−25.8%−6.9%

Volatility · 1Y35.6%11.7%

4–0measures won
SCHD first

4.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CNAV, SCHD

Today

4.2%most shared, CNAV and SCHD

CNAVSCHD

CNAV—4.2%

SCHD4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CNAV$0 − $139 = −$139

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee