EQTY vs SCHD

AEQTY

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.1%EQTY and SCHD

EQTY

SCHD

Kovitz Core Equity ETF · $1.4BSchwab U.S. Dividend Equity ETF · $120B

+18.9%3 years · per year$16,794 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

0.02%12-mo yield$2 · $300 on $10k3.00%

−11.9%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · SCHD

0.1%ABT4.0%

Held in common0.1%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

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

EQTY vs SCHD

EQTY

Kovitz Core Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEQTYSCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield0.02%3.00%

5 years, per year[…]+10.2%

3 years, per year+18.9%+20.0%

Worst drop · 1Y−11.9%−6.9%

Volatility · 1Y13.4%11.7%

5–0measures won
SCHD first

0.1%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EQTY, SCHD, VUG

Today

23.0%most shared, EQTY and VUG

EQTYSCHDVUG

EQTY—0.1%23.0%

SCHD0.1%—0.8%

VUG23.0%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

EQTY$2 − $99 = −$97

KeptFee

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