CSB vs SCHD · Compare Desk

ASCHD

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SCHD $16,375

Lowest cost0.03%VTV · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common17.9%SCHD and VTV

SCHD vs VTV

SCHD

VTV

Schwab U.S. Dividend Equity ETF · $120BVanguard Morningstar Value ETF · $184B

+20.3%3 years · per year$17,414 · $17,832+21.3%

+10.4%5 years · per year$16,375 · $17,626+12.0%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

2.98%12-mo yield$298 · $186 on $10k1.86%

−6.9%Worst dropSmaller wins−6.4%

11.7%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VTV

3.9%CVX1.5%

3.8%MRK1.4%

4.4%PG1.3%

4.2%KO1.3%

Held in common17.9%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ASCHD	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

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ASCHD	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

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

SCHD vs VTV

SCHD

Schwab U.S. Dividend Equity

$16,375

VTV

Vanguard Morningstar Value

$17,626

MeasureSCHDVTV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield2.98%1.86%

5 years, per year+10.4%+12.0%

3 years, per year+20.3%+21.3%

Worst drop · 1Y−6.9%−6.4%

Volatility · 1Y11.7%10.7%

5–1measures won
VTV first

17.9%

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

Overlap: SCHD, VTV

Today

17.9%most shared, SCHD and VTV

SCHDVTV

SCHD—17.9%

VTV17.9%—

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

VTV$186 − $3 = $183

KeptFee

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