DVY vs SCHD

ADVY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income3.30%DVY · $330 on $10k

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

Held in common23.2%DVY and SCHD

DVY

SCHD

iShares Select Dividend ETF · $23.6BSchwab U.S. Dividend Equity ETF · $121B

+20.5%3 years · per year$17,507 · $17,784+21.2%

+10.0%5 years · per year$16,136 · $16,352+10.3%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

3.30%12-mo yield$330 · $297 on $10k2.97%

−7.4%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVY · SCHD

2.4%MO3.0%

1.7%TGT1.7%

1.7%VZ3.5%

1.6%CVX4.2%

Held in common23.2%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	ADVY	iShares Select Dividend ETFRead Desk	0.38%	3.30%	−0.9%	+17.4%	+20.4%	+20.5%	+10.0%	−7.4%	$23.6B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	ADVY	iShares Select Dividend ETFRead Desk	0.38%	3.30%	−0.9%	+17.4%	+20.4%	+20.5%	+10.0%	−7.4%	$23.6B

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

DVY vs SCHD

DVY

iShares Select Dividend

$16,136

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDVYSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield3.30%2.97%

5 years, per year+10.0%+10.3%

3 years, per year+20.5%+21.2%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y11.3%11.4%

4–2measures won
SCHD first

23.2%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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: DVY, SCHD, VIG

Today

23.2%most shared, DVY and SCHD

DVYSCHDVIG

DVY—23.2%9.5%

SCHD23.2%—14.5%

VIG9.5%14.5%—

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

Income After Fees on $10,000

$292most kept, DVY

DVY$330 − $38 = $292

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

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