FDIV vs SCHD · Compare Desk

ASCHD

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common21.9%SCHD and VYM

SCHD vs VYM

SCHD

VYM

Schwab U.S. Dividend Equity ETF · $120BVanguard High Dividend Yield ETF · $78.9B

+20.0%3 years · per year$17,266 · $17,107+19.6%

+10.2%5 years · per year$16,267 · $16,941+11.1%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

3.00%12-mo yield$300 · $231 on $10k2.31%

−6.9%Worst dropSmaller wins−6.7%

11.7%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VYM

4.0%CVX1.6%

3.8%MRK1.5%

4.5%PG1.4%

4.3%KO1.4%

Held in common21.9%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ASCHD	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ASCHD	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

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

SCHD vs VYM

SCHD

Schwab U.S. Dividend Equity

$16,267

VYM

Vanguard High Dividend Yield

$16,941

MeasureSCHDVYM

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield3.00%2.31%

5 years, per year+10.2%+11.1%

3 years, per year+20.0%+19.6%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y11.7%10.6%

4–2measures won
VYM first

21.9%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, VYM

Today

21.9%most shared, SCHD and VYM

SCHDVYM

SCHD—21.9%

VYM21.9%—

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

VYM$231 − $4 = $227

KeptFee

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