FINT vs SCHD · Compare Desk

ASCHD

BVT

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VT $15,649

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.3%SCHD and VT

SCHD vs VT

SCHD

Schwab U.S. Dividend Equity ETF · $120BVanguard Total World Stock ETF · $81.8B

+20.0%3 years · per year$17,266 · $17,563+20.7%

+10.2%5 years · per year$16,267 · $15,649+9.4%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

3.00%12-mo yield$300 · $159 on $10k1.59%

−6.9%Worst dropSmaller wins−9.7%

11.7%VolatilityLower wins14.7%

4–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VT

4.0%CVX0.3%

3.8%MRK0.3%

4.5%PG0.3%

4.3%KO0.3%

Held in common4.3%

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	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
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B

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	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
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B

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 VT

SCHD

Schwab U.S. Dividend Equity

$16,267

Vanguard Total World Stock

$15,649

MeasureSCHDVT

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield3.00%1.59%

5 years, per year+10.2%+9.4%

3 years, per year+20.0%+20.7%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.7%14.7%

4–1measures won
SCHD first

4.3%

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

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, VT

Today

4.3%most shared, SCHD and VT

SCHDVT

SCHD—4.3%

VT4.3%—

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

VT$159 − $6 = $153

KeptFee

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