FDM vs SCHD · Compare Desk

ASCHD

BDGRO

Measures won2–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common21.3%SCHD and DGRO

SCHD vs DGRO

SCHD

DGRO

Schwab U.S. Dividend Equity ETF · $120BiShares Core Dividend Growth ETF · $44.7B

+20.0%3 years · per year$17,266 · $17,593+20.7%

+10.2%5 years · per year$16,267 · $16,835+11.0%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

3.00%12-mo yield$300 · $187 on $10k1.87%

−6.9%Worst dropSmaller wins−6.5%

11.7%VolatilityLower wins10.2%

2–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · DGRO

4.5%PG2.5%

4.3%HD2.2%

4.3%KO2.0%

4.0%PEP1.8%

Held in common21.3%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
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 DGRO

SCHD

Schwab U.S. Dividend Equity

$16,267

DGRO

iShares Core Dividend Growth

$16,835

MeasureSCHDDGRO

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield3.00%1.87%

5 years, per year+10.2%+11.0%

3 years, per year+20.0%+20.7%

Worst drop · 1Y−6.9%−6.5%

Volatility · 1Y11.7%10.2%

4–2measures won
DGRO first

21.3%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

SCHDDGRO

SCHD—21.3%

DGRO21.3%—

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

DGRO$187 − $8 = $179

KeptFee

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