ECML vs SCHD

AECML

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWF $16,559

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.3%ECML and SCHD

ECML

SCHD

Euclidean Fundamental Value ETF · $124MSchwab U.S. Dividend Equity ETF · $123B

+16.6%3 years · per year$15,853 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

1.14%12-mo yield$114 · $291 on $10k2.91%

−7.5%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsECML · SCHD

2.2%MO3.0%

1.6%COP4.1%

1.5%EOG1.9%

1.2%BMY3.0%

Held in common7.3%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.14%	+1.0%	+20.5%	+25.9%	+16.6%	new	−7.5%	$124M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.14%	+1.0%	+20.5%	+25.9%	+16.6%	new	−7.5%	$124M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ECML vs SCHD

ECML

Euclidean Fundamental Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureECMLSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield1.14%2.91%

5 years, per year[…]+11.0%

3 years, per year+16.6%+21.4%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y13.0%11.5%

5–0measures won
SCHD first

7.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ECML, SCHD, IWF

Today

7.3%most shared, ECML and SCHD

ECMLSCHDIWF

ECML—7.3%0.4%

SCHD7.3%—3.6%

IWF0.4%3.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ECML$114 − $95 = $19

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee