DEEP vs SCHD

ADEEP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.1%DEEP and SCHD

DEEP

SCHD

Acquirers Small and Micro Deep Value ETF · $25MSchwab U.S. Dividend Equity ETF · $120B

+12.5%3 years · per year$14,221 · $17,123+19.6%

+4.5%5 years · per year$12,490 · $16,459+10.5%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

2.05%12-mo yield$205 · $296 on $10k2.96%

−8.9%Worst dropSmaller wins−6.9%

17.6%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEEP · SCHD

1.1%WU0.1%

1.1%BKE0.0%

1.0%EBF0.0%

1.1%OXM0.0%

Held in common0.1%

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	+2.4%	+21.1%	+26.8%	+12.5%	+4.5%	−8.9%	$25M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	+2.4%	+21.1%	+26.8%	+12.5%	+4.5%	−8.9%	$25M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEEP vs SCHD

DEEP

Acquirers Small and Micro Deep Value

$12,490

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDEEPSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield2.05%2.96%

5 years, per year+4.5%+10.5%

3 years, per year+12.5%+19.6%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y17.6%11.8%

6–0measures won
SCHD first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DEEP, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DEEPSCHDVIG

DEEP—0.1%0.0%

SCHD0.1%—14.5%

VIG0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

DEEP$205 − $80 = $125

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee