DIVN vs SCHD

ADIVN

BSCHD

Measures won3–1DIVN wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income4.14%DIVN · $414 on $10k

Smallest drop−5.5%DIVN · worst fall in 1Y

Held in common37.9%DIVN and SCHD

DIVN

SCHD

Horizon Funds - Horizon Dividend Income ETF · $348MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

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

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

4.14%12-mo yield$414 · $298 on $10k2.98%

−5.5%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

3–1DIVN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVN · SCHD

4.9%PG4.4%

5.0%CVX3.9%

3.0%QCOM3.9%

2.7%COP3.8%

Held in common37.9%

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%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ADIVN	Horizon Funds - Horizon Dividend Income ETFRead Desk	0.70%	4.14%	−1.9%	+23.8%	+30.5%	new	new	−5.5%	$348M

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%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ADIVN	Horizon Funds - Horizon Dividend Income ETFRead Desk	0.70%	4.14%	−1.9%	+23.8%	+30.5%	new	new	−5.5%	$348M

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

DIVN vs SCHD

DIVN

Horizon Funds - Horizon Dividend Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDIVNSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield4.14%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−5.5%−6.9%

Volatility · 1Y10.8%11.7%

3–1measures won
DIVN first

37.9%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DIVN, SCHD, VIG

Today

37.9%most shared, DIVN and SCHD

DIVNSCHDVIG

DIVN—37.9%18.6%

SCHD37.9%—14.5%

VIG18.6%14.5%—

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

Income After Fees on $10,000

$344most kept, DIVN

DIVN$414 − $70 = $344

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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