DVAL vs SCHD

ADVAL

BSCHD

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IEFA $14,909

Lowest cost0.06%SCHD · $6 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and SCHD

DVAL

SCHD

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MSchwab U.S. Dividend Equity ETF · $122B

+15.6%3 years · per year$15,457 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.15%12-mo yield$515 · $296 on $10k2.96%

−6.2%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.8%

3–2DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVAL · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVAL vs SCHD

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDVALSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.15%2.96%

5 years, per year[…]+10.5%

3 years, per year+15.6%+19.6%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.4%11.8%

3–2measures won
DVAL first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DVAL, SCHD, IEFA

Today

0.0%most shared, SCHD and IEFA

DVALSCHDIEFA

DVAL—[…][…]

SCHD[…]—0.0%

IEFA[…]0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee