DIVL vs SCHD

ADIVL

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common29.9%DIVL and SCHD

DIVL

SCHD

Madison Dividend Value ETF · $64MSchwab U.S. Dividend Equity ETF · $123B

+16.2%3 years · per year$15,708 · $17,908+21.4%

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

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.68%12-mo yield$168 · $291 on $10k2.91%

−6.9%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.5%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVL · SCHD

5.3%CVX4.2%

3.7%COP4.1%

3.5%PG4.3%

3.3%TXN4.8%

Held in common29.9%

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	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
2	ADIVL	Madison Dividend Value ETFRead Desk		0.65%	1.68%	+1.7%	+18.4%	+21.8%	+16.2%	new	−6.9%	$64M

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	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
2	ADIVL	Madison Dividend Value ETFRead Desk		0.65%	1.68%	+1.7%	+18.4%	+21.8%	+16.2%	new	−6.9%	$64M

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

DIVL vs SCHD

DIVL

Madison Dividend Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDIVLSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.68%2.91%

5 years, per year[…]+11.0%

3 years, per year+16.2%+21.4%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y10.7%11.5%

3–1measures won
SCHD first

29.9%

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

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: DIVL, SCHD

Today

29.9%most shared, DIVL and SCHD

DIVLSCHD

DIVL—29.9%

SCHD29.9%—

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

DIVL$168 − $65 = $103

KeptFee

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