DEMZ vs SCHD

ADEMZ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,565DEMZ · VIG $16,638

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 common4.6%DEMZ and SCHD

DEMZ

SCHD

Democratic Large Cap Core ETF · $67MSchwab U.S. Dividend Equity ETF · $122B

+23.1%3 years · per year$18,674 · $17,123+19.6%

+11.9%5 years · per year$17,565 · $16,459+10.5%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $296 on $10k2.96%

−12.3%Worst dropSmaller wins−6.9%

15.5%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEMZ · SCHD

2.8%ADP2.9%

1.8%PAYX0.9%

1.1%KMB0.9%

Held in common4.6%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.86%	+2.9%	+12.9%	+15.3%	+23.1%	+11.9%	−12.3%	$67M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.86%	+2.9%	+12.9%	+15.3%	+23.1%	+11.9%	−12.3%	$67M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

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

DEMZ vs SCHD

DEMZ

Democratic Large Cap Core

$17,565

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDEMZSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.86%2.96%

5 years, per year+11.9%+10.5%

3 years, per year+23.1%+19.6%

Worst drop · 1Y−12.3%−6.9%

Volatility · 1Y15.5%11.8%

4–2measures won
SCHD first

4.6%

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%

$45.5BAssets$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: DEMZ, SCHD, VIG

Today

18.9%most shared, DEMZ and VIG

DEMZSCHDVIG

DEMZ—4.6%18.9%

SCHD4.6%—14.5%

VIG18.9%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

DEMZ$86 − $45 = $41

KeptFee

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