CVY vs SCHD

ACVY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · CVY $14,530

Lowest cost0.06%SCHD · $6 on $10k

Most income4.00%CVY · $400 on $10k

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

Held in common0.8%CVY and SCHD

CVY

SCHD

Invesco Zacks Multi-Asset Income ETF · $120MSchwab U.S. Dividend Equity ETF · $121B

+16.1%3 years · per year$15,665 · $17,784+21.2%

+7.8%5 years · per year$14,530 · $16,352+10.3%

1.15%Expense ratio$115 · $6 on $10k · lower wins0.06%

4.00%12-mo yield$400 · $297 on $10k2.97%

−7.4%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVY · SCHD

0.8%DINO0.4%

0.8%APA0.4%

Held in common0.8%

End-of-day Nov 3, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.00%	−0.7%	+11.9%	+15.5%	+16.1%	+7.8%	−7.4%	$120M

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.00%	−0.7%	+11.9%	+15.5%	+16.1%	+7.8%	−7.4%	$120M

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

Cards for this view

CVY vs SCHD

CVY

Invesco Zacks Multi-Asset Income

$14,531

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCVYSCHD

Fee1.15%0.06%

Cost on $10k a year$115$6

Yield4.00%2.97%

5 years, per year+7.8%+10.3%

3 years, per year+16.1%+21.2%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y10.4%11.4%

4–2measures won
SCHD first

0.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CVY, SCHD

Today

0.8%most shared, CVY and SCHD

CVYSCHD

CVY—0.8%

SCHD0.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

CVY$400 − $115 = $285

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee