DWAS vs SCHD

ADWAS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SCHD $16,459

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%DWAS and SCHD

DWAS

SCHD

Invesco Dorsey Wright SmallCap Momentum ETF · $376MSchwab U.S. Dividend Equity ETF · $122B

+14.6%3 years · per year$15,048 · $17,123+19.6%

+2.5%5 years · per year$11,332 · $16,459+10.5%

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

0.03%12-mo yield$3 · $296 on $10k2.96%

−21.6%Worst dropSmaller wins−6.9%

26.6%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDWAS · SCHD

0.5%OFG0.1%

0.4%NSP0.0%

0.3%AGM0.0%

Held in common0.1%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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%	$121.7B
3	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+4.0%	+9.5%	+17.2%	+14.6%	+2.5%	−21.6%	$376M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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%	$121.7B
3	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+4.0%	+9.5%	+17.2%	+14.6%	+2.5%	−21.6%	$376M

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

DWAS vs SCHD

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,332

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDWASSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.03%2.96%

5 years, per year+2.5%+10.5%

3 years, per year+14.6%+19.6%

Worst drop · 1Y−21.6%−6.9%

Volatility · 1Y26.6%11.8%

6–0measures won
SCHD first

0.1%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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: DWAS, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

DWASSCHDVTV

DWAS—0.1%0.0%

SCHD0.1%—17.9%

VTV0.0%17.9%—

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

VTV$183 − $3 = $180

DWAS$3 − $60 = −$57

KeptFee

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