DFSV vs SCHD

ADFSV

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SCHD $16,881

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 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 · $28.3BSchwab U.S. Dividend Equity ETF · $123B

+20.4%3 years · per year$17,471 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

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

1.37%12-mo yield$137 · $291 on $10k2.91%

−9.4%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · SCHD

0.7%DINO0.4%

0.6%APA0.4%

0.6%COLB0.2%

0.4%M0.1%

Held in common2.3%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSCHD	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
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSCHD	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
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

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

DFSV vs SCHD

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFSVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.37%2.91%

5 years, per year[…]+11.0%

3 years, per year+20.4%+21.4%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y14.7%11.5%

5–0measures won
SCHD first

2.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: DFSV, SCHD, VUG

Today

2.3%most shared, DFSV and SCHD

DFSVSCHDVUG

DFSV—2.3%0.0%

SCHD2.3%—0.8%

VUG0.0%0.8%—

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

DFSV$137 − $31 = $106

VUG$40 − $3 = $37

KeptFee

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