DIVZ vs SCHD

ADIVZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DIVZ $15,818

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 common26.0%DIVZ and SCHD

DIVZ

SCHD

Polen Dividend Income ETF · $315MSchwab U.S. Dividend Equity ETF · $123B

+17.7%3 years · per year$16,308 · $17,908+21.4%

+9.6%5 years · per year$15,818 · $16,881+11.0%

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

2.50%12-mo yield$250 · $291 on $10k2.91%

−7.2%Worst dropSmaller wins−6.9%

9.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · SCHD

5.1%CVX4.2%

5.7%UNH4.0%

4.7%MO3.0%

3.0%VZ3.5%

Held in common26.0%

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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.50%	+1.5%	+8.0%	+12.9%	+17.7%	+9.6%	−7.2%	$315M

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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.50%	+1.5%	+8.0%	+12.9%	+17.7%	+9.6%	−7.2%	$315M

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

DIVZ vs SCHD

DIVZ

Polen Dividend Income

$15,818

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDIVZSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield2.50%2.91%

5 years, per year+9.6%+11.0%

3 years, per year+17.7%+21.4%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y9.9%11.5%

5–1measures won
SCHD first

26.0%

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: DIVZ, SCHD

Today

26.0%most shared, DIVZ and SCHD

DIVZSCHD

DIVZ—26.0%

SCHD26.0%—

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

DIVZ$250 − $65 = $185

KeptFee

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