CSB vs SCHD

ACSB

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income3.12%CSB · $312 on $10k

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

Held in common1.5%CSB and SCHD

CSB

SCHD

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246MSchwab U.S. Dividend Equity ETF · $123B

+15.8%3 years · per year$15,539 · $17,414+20.3%

+6.0%5 years · per year$13,373 · $16,375+10.4%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

3.12%12-mo yield$312 · $298 on $10k2.98%

−9.5%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSB · SCHD

0.8%M0.2%

0.9%MTN0.1%

0.8%NXST0.1%

1.1%MSM0.1%

Held in common1.5%

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

All Three

5Y3 funds

#
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%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M

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

CSB vs SCHD

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,373

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureCSBSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield3.12%2.98%

5 years, per year+6.0%+10.4%

3 years, per year+15.8%+20.3%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y13.0%11.7%

5–1measures won
SCHD first

1.5%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CSBSCHDVIG

CSB—1.5%0.3%

SCHD1.5%—14.5%

VIG0.3%14.5%—

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

CSB$312 − $39 = $273

VIG$149 − $4 = $145

KeptFee

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