DVAL vs SCHD

ADVAL

BSCHD

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IEMG $13,373

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 · $120B

+15.6%3 years · per year$15,457 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

5.15%12-mo yield$515 · $300 on $10k3.00%

−6.2%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.7%

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 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
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 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
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 6, 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

$16,267

MeasureDVALSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.15%3.00%

5 years, per year[…]+10.2%

3 years, per year+15.6%+20.0%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.4%11.7%

3–2measures won
DVAL first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DVAL, SCHD, IEMG

Today

0.0%most shared, SCHD and IEMG

DVALSCHDIEMG

DVAL—[…][…]

SCHD[…]—0.0%

IEMG[…]0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

SCHD$300 − $6 = $294

IEMG$249 − $9 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee