DURA vs SCHD

ADURA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · DURA $15,292

Lowest cost0.06%SCHD · $6 on $10k

Most income3.07%DURA · $307 on $10k

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

Held in common34.8%DURA and SCHD

DURA

SCHD

VanEck Durable High Dividend ETF · $39MSchwab U.S. Dividend Equity ETF · $121B

+16.3%3 years · per year$15,744 · $17,784+21.2%

+8.9%5 years · per year$15,292 · $16,352+10.3%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

3.07%12-mo yield$307 · $297 on $10k2.97%

−7.0%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDURA · SCHD

5.2%CVX4.2%

4.0%PEP3.9%

4.1%MRK3.8%

4.2%VZ3.5%

Held in common34.8%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.07%	−1.0%	+22.7%	+27.7%	+16.3%	+8.9%	−7.0%	$39M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.07%	−1.0%	+22.7%	+27.7%	+16.3%	+8.9%	−7.0%	$39M

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

Cards for this view

DURA vs SCHD

DURA

VanEck Durable High Dividend

$15,292

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDURASCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield3.07%2.97%

5 years, per year+8.9%+10.3%

3 years, per year+16.3%+21.2%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y14.9%11.4%

5–1measures won
SCHD first

34.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DURA, SCHD

Today

34.8%most shared, DURA and SCHD

DURASCHD

DURA—34.8%

SCHD34.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DURA$307 − $30 = $277

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee