DFSV vs SCHD

ADFSV

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWF $15,330

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.3%DFSV and SCHD

DFSV

SCHD

U.S. Small Cap Value Portfolio ETF Class Shares · $27.2BSchwab U.S. Dividend Equity ETF · $120B

+18.9%3 years · per year$16,830 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

1.41%12-mo yield$141 · $298 on $10k2.98%

−9.4%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · SCHD

0.6%DINO0.4%

0.5%APA0.4%

0.6%COLB0.2%

0.5%M0.2%

Held in common2.3%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.41%	−3.2%	+18.4%	+25.7%	+18.9%	new	−9.4%	$27.2B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.41%	−3.2%	+18.4%	+25.7%	+18.9%	new	−9.4%	$27.2B

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

Cards for this view

DFSV vs SCHD

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDFSVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.41%2.98%

5 years, per year[…]+10.4%

3 years, per year+18.9%+20.3%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.1%11.7%

5–0measures won
SCHD first

2.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFSV, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

DFSVSCHDIWF

DFSV—2.3%0.0%

SCHD2.3%—3.6%

IWF0.0%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DFSV$141 − $31 = $110

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee