EFV vs SCHD

AEFV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,257EFV · SCHD $16,459

Lowest cost0.03%VEA · $3 on $10k

Most income4.52%EFV · $452 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 · $31.0BSchwab U.S. Dividend Equity ETF · $122B

+24.0%3 years · per year$19,066 · $17,123+19.6%

+14.0%5 years · per year$19,257 · $16,459+10.5%

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

4.52%12-mo yield$452 · $296 on $10k2.96%

−10.9%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFV · SCHD

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

Held in common0.0%

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	AEFV	iShares MSCI EAFE Value ETFRead Desk	0.31%	4.52%	+2.7%	+16.3%	+23.6%	+24.0%	+14.0%	−10.9%	$31.0B
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B

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	AEFV	iShares MSCI EAFE Value ETFRead Desk	0.31%	4.52%	+2.7%	+16.3%	+23.6%	+24.0%	+14.0%	−10.9%	$31.0B
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B

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

EFV vs SCHD

EFV

iShares MSCI EAFE Value

$19,257

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureEFVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield4.52%2.96%

5 years, per year+14.0%+10.5%

3 years, per year+24.0%+19.6%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y15.2%11.8%

3–3measures won
level

0.0%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

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: EFV, SCHD, VEA

Today

36.5%most shared, EFV and VEA

EFVSCHDVEA

EFV—0.0%36.5%

SCHD0.0%—0.0%

VEA36.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, EFV

EFV$452 − $31 = $421

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

KeptFee

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