CSM vs SCHD

ACSM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · CSM $16,826

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 common7.3%CSM and SCHD

CSM

SCHD

ProShares - Large Cap Core Plus · $499MSchwab U.S. Dividend Equity ETF · $120B

+22.3%3 years · per year$18,272 · $17,414+20.3%

+11.0%5 years · per year$16,826 · $16,375+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

1.08%12-mo yield$108 · $298 on $10k2.98%

−9.4%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · SCHD

0.5%PG4.4%

0.5%PEP3.9%

0.5%MRK3.8%

0.4%MO3.0%

Held in common7.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	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

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	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

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

CSM vs SCHD

CSM

ProShares - Large Cap Core Plus

$16,826

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureCSMSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield1.08%2.98%

5 years, per year+11.0%+10.4%

3 years, per year+22.3%+20.3%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.2%11.7%

4–2measures won
SCHD first

7.3%

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: CSM, SCHD, VTV

Today

32.0%most shared, CSM and VTV

CSMSCHDVTV

CSM—7.3%32.0%

SCHD7.3%—17.9%

VTV32.0%17.9%—

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

CSM$108 − $45 = $63

KeptFee

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