EFV vs SCHD

AEFV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,078EFV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income9.15%EFV · $915 on $10k

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

Held in common0.0%EFV and SCHD

EFV

SCHD

iShares MSCI EAFE Value ETF · $31.1BSchwab U.S. Dividend Equity ETF · $123B

+24.6%3 years · per year$19,327 · $17,414+20.3%

+13.8%5 years · per year$19,078 · $16,375+10.4%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

9.15%12-mo yield$915 · $298 on $10k2.98%

−10.9%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEFV · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.15%	−1.9%	+14.8%	+23.3%	+24.6%	+13.8%	−10.9%	$31.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.15%	−1.9%	+14.8%	+23.3%	+24.6%	+13.8%	−10.9%	$31.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

EFV vs SCHD

EFV

iShares MSCI EAFE Value

$19,078

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEFVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield9.15%2.98%

5 years, per year+13.8%+10.4%

3 years, per year+24.6%+20.3%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y14.9%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EFV, SCHD

Today

0.0%most shared, EFV and SCHD

EFVSCHD

EFV—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$884most kept, EFV

EFV$915 − $31 = $884

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee