DVLU vs SCHD

ADVLU

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,560DVLU · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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

+21.3%3 years · per year$17,854 · $17,266+20.0%

+10.6%5 years · per year$16,560 · $16,267+10.2%

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

0.80%12-mo yield$80 · $300 on $10k3.00%

−12.2%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVLU · SCHD

2.5%CVX4.0%

2.9%PFG0.5%

3.0%APA0.4%

2.7%DINO0.4%

Held in common3.7%

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	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$46M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$46M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

DVLU vs SCHD

DVLU

First Trust Dorsey Wright Momentum & Value

$16,561

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDVLUSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.80%3.00%

5 years, per year+10.6%+10.2%

3 years, per year+21.3%+20.0%

Worst drop · 1Y−12.2%−6.9%

Volatility · 1Y16.3%11.7%

4–2measures won
SCHD first

3.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DVLU, SCHD, VUG

Today

3.7%most shared, DVLU and SCHD

DVLUSCHDVUG

DVLU—3.7%0.2%

SCHD3.7%—0.8%

VUG0.2%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

DVLU$80 − $60 = $20

KeptFee

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