VYM vs SCHD

AVYM

BSCHD

Measures won4–2VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common21.9%VYM and SCHD

VYM

SCHD

Vanguard High Dividend Yield ETF · $78.9BSchwab U.S. Dividend Equity ETF · $120B

+20.0%3 years · per year$17,266 · $17,414+20.3%

+11.2%5 years · per year$17,002 · $16,375+10.4%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

2.30%12-mo yield$230 · $298 on $10k2.98%

−6.7%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.7%

4–2VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVYM · SCHD

1.6%CVX3.9%

1.5%MRK3.8%

1.4%PG4.4%

1.4%KO4.2%

Held in common21.9%

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

All Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	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
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	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
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

VYM vs SCHD

VYM

Vanguard High Dividend Yield

$17,002

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVYMSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield2.30%2.98%

5 years, per year+11.2%+10.4%

3 years, per year+20.0%+20.3%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.6%11.7%

4–2measures won
VYM first

21.9%

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: CSSD, SCHD, VYM, BND

Today

21.9%most shared, SCHD and VYM

CSSDSCHDVYMBND

CSSD—0.0%0.0%[…]

SCHD0.0%—21.9%[…]

VYM0.0%21.9%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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