CVY vs SCHD

ACVY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income4.08%CVY · $408 on $10k

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

Held in common0.7%CVY and SCHD

CVY

SCHD

Invesco Zacks Multi-Asset Income ETF · $117MSchwab U.S. Dividend Equity ETF · $120B

+14.7%3 years · per year$15,079 · $17,266+20.0%

+7.7%5 years · per year$14,505 · $16,267+10.2%

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

4.08%12-mo yield$408 · $300 on $10k3.00%

−7.4%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVY · SCHD

0.7%APA0.4%

0.7%DINO0.4%

Held in common0.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk	1.15%	4.08%	−0.3%	+9.9%	+13.5%	+14.7%	+7.7%	−7.4%	$117M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk	1.15%	4.08%	−0.3%	+9.9%	+13.5%	+14.7%	+7.7%	−7.4%	$117M

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

CVY vs SCHD

CVY

Invesco Zacks Multi-Asset Income

$14,505

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCVYSCHD

Fee1.15%0.06%

Cost on $10k a year$115$6

Yield4.08%3.00%

5 years, per year+7.7%+10.2%

3 years, per year+14.7%+20.0%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y10.6%11.7%

4–2measures won
SCHD first

0.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: CVY, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

CVYSCHDVOO

CVY—0.7%1.8%

SCHD0.7%—7.6%

VOO1.8%7.6%—

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

CVY$408 − $115 = $293

VOO$110 − $3 = $107

KeptFee

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