FDIQ vs SCHD · Compare Desk

ASCHD

BVGT

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.2%SCHD and VGT

SCHD vs VGT

SCHD

VGT

Schwab U.S. Dividend Equity ETF · $123BVanguard Information Technology ETF · $155B

+21.4%3 years · per year$17,908 · $23,217+32.4%

+11.0%5 years · per year$16,881 · $22,311+17.4%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

2.91%12-mo yield$291 · $41 on $10k0.41%

−6.9%Worst dropSmaller wins−15.8%

11.5%VolatilityLower wins25.5%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VGT

4.8%TXN1.0%

3.8%QCOM0.8%

3.7%ACN0.4%

Held in common2.2%

End-of-day Nov 4, 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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs VGT

SCHD

Schwab U.S. Dividend Equity

$16,881

VGT

Vanguard Information Technology

$22,311

MeasureSCHDVGT

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield2.91%0.41%

5 years, per year+11.0%+17.4%

3 years, per year+21.4%+32.4%

Worst drop · 1Y−6.9%−15.8%

Volatility · 1Y11.5%25.5%

4–2measures won
SCHD first

2.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHD, VGT

Today

2.2%most shared, SCHD and VGT

SCHDVGT

SCHD—2.2%

VGT2.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee