DVLU vs SCHD

ADVLU

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,581DVLU · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common3.7%DVLU and SCHD

DVLU

SCHD

First Trust Dorsey Wright Momentum & Value ETF · $46MSchwab U.S. Dividend Equity ETF · $120B

+21.1%3 years · per year$17,762 · $17,123+19.6%

+10.6%5 years · per year$16,581 · $16,459+10.5%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.79%12-mo yield$79 · $296 on $10k2.96%

−12.2%Worst dropSmaller wins−6.9%

16.4%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVLU · SCHD

2.5%CVX4.0%

2.9%PFG0.5%

3.1%APA0.4%

2.7%DINO0.4%

Held in common3.7%

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	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.79%	+1.9%	+8.8%	+16.0%	+21.1%	+10.6%	−12.2%	$46M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.79%	+1.9%	+8.8%	+16.0%	+21.1%	+10.6%	−12.2%	$46M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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

DVLU vs SCHD

DVLU

First Trust Dorsey Wright Momentum & Value

$16,581

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDVLUSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.79%2.96%

5 years, per year+10.6%+10.5%

3 years, per year+21.1%+19.6%

Worst drop · 1Y−12.2%−6.9%

Volatility · 1Y16.4%11.8%

4–2measures won
SCHD first

3.7%

holdings shared

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

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: DVLU, SCHD, IWF

Today

3.7%most shared, DVLU and SCHD

DVLUSCHDIWF

DVLU—3.7%1.2%

SCHD3.7%—3.6%

IWF1.2%3.6%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

DVLU$79 − $60 = $19

KeptFee

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