DFAT vs SCHD · Compare Desk

ASCHD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common14.5%SCHD and VIG

SCHD vs VIG

SCHD

VIG

Schwab U.S. Dividend Equity ETF · $123BVanguard Dividend Appreciation ETF · $109B

+21.4%3 years · per year$17,908 · $17,533+20.6%

+11.0%5 years · per year$16,881 · $17,005+11.2%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

2.91%12-mo yield$291 · $144 on $10k1.44%

−6.9%Worst dropSmaller wins−7.9%

11.5%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VIG

3.7%MRK1.6%

4.3%PG1.5%

4.2%KO1.5%

4.0%UNH1.5%

Held in common14.5%

End-of-day Nov 4, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs VIG

SCHD

Schwab U.S. Dividend Equity

$16,881

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSCHDVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield2.91%1.44%

5 years, per year+11.0%+11.2%

3 years, per year+21.4%+20.6%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.5%10.2%

3–3measures won
level

14.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SCHDVIG

SCHD—14.5%

VIG14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee