ESGD vs SCHD

AESGD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.03%VEA · $3 on $10k

Most income3.28%ESGD · $328 on $10k

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

Held in common0.0%ESGD and SCHD

ESGD

SCHD

iShares ESG Aware MSCI EAFE ETF · $11.6BSchwab U.S. Dividend Equity ETF · $120B

+18.5%3 years · per year$16,660 · $17,123+19.6%

+8.3%5 years · per year$14,884 · $16,459+10.5%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

3.28%12-mo yield$328 · $296 on $10k2.96%

−11.7%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsESGD · 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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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%	$119.9B
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
4	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.28%	+3.1%	+11.4%	+15.5%	+18.5%	+8.3%	−11.7%	$11.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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%	$119.9B
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
4	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.28%	+3.1%	+11.4%	+15.5%	+18.5%	+8.3%	−11.7%	$11.6B

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

ESGD vs SCHD

ESGD

iShares ESG Aware MSCI EAFE

$14,884

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureESGDSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.28%2.96%

5 years, per year+8.3%+10.5%

3 years, per year+18.5%+19.6%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y16.7%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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: ESGD, SCHD, VIG, VEA

Today

48.6%most shared, ESGD and VEA

ESGDSCHDVIGVEA

ESGD—0.0%0.0%48.6%

SCHD0.0%—14.5%0.0%

VIG0.0%14.5%—0.0%

VEA48.6%0.0%0.0%—

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

Income After Fees on $10,000

$308most kept, ESGD

ESGD$328 − $20 = $308

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

VIG$146 − $4 = $142

KeptFee

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