CSTK vs SCHD

ACSTK

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common12.8%CSTK and SCHD

CSTK

SCHD

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $182MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.36%Expense ratio$36 · $6 on $10k · lower wins0.06%

1.84%12-mo yield$184 · $300 on $10k3.00%

−8.9%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSTK · SCHD

3.0%CVX4.0%

2.4%MRK3.8%

2.1%COP3.9%

1.9%UNH3.9%

Held in common12.8%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACSTK	Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFRead Desk	0.36%	1.84%	−0.3%	+13.1%	+19.1%	new	new	−8.9%	$182M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACSTK	Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFRead Desk	0.36%	1.84%	−0.3%	+13.1%	+19.1%	new	new	−8.9%	$182M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSTK vs SCHD

CSTK

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCSTKSCHD

Fee0.36%0.06%

Cost on $10k a year$36$6

Yield1.84%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y11.3%11.7%

3–1measures won
SCHD first

12.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSTK, SCHD, VIG

Today

18.1%most shared, CSTK and VIG

CSTKSCHDVIG

CSTK—12.8%18.1%

SCHD12.8%—14.5%

VIG18.1%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CSTK$184 − $36 = $148

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee