EFV vs SCHD

AEFV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,955EFV · SCHD $16,267

Lowest cost0.05%VXUS · $5 on $10k

Most income9.28%EFV · $928 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 · $30.3BSchwab U.S. Dividend Equity ETF · $120B

+23.6%3 years · per year$18,892 · $17,266+20.0%

+13.6%5 years · per year$18,955 · $16,267+10.2%

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

9.28%12-mo yield$928 · $300 on $10k3.00%

−10.9%Worst dropSmaller wins−6.9%

15.0%VolatilityLower wins11.7%

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 6, 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%	9.28%	−1.4%	+13.2%	+20.7%	+23.6%	+13.6%	−10.9%	$30.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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%	9.28%	−1.4%	+13.2%	+20.7%	+23.6%	+13.6%	−10.9%	$30.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$18,955

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEFVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield9.28%3.00%

5 years, per year+13.6%+10.2%

3 years, per year+23.6%+20.0%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y15.0%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EFV, SCHD, VXUS

Today

26.4%most shared, EFV and VXUS

EFVSCHDVXUS

EFV—0.0%26.4%

SCHD0.0%—0.0%

VXUS26.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$897most kept, EFV

EFV$928 − $31 = $897

SCHD$300 − $6 = $294

VXUS$245 − $5 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee