GARP vs SCHD

AGARP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,604GARP · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%GARP and SCHD

GARP

SCHD

iShares MSCI USA Quality GARP ETF · $3.3BSchwab U.S. Dividend Equity ETF · $120B

+27.5%3 years · per year$20,728 · $17,266+20.0%

+14.4%5 years · per year$19,604 · $16,267+10.2%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.28%12-mo yield$28 · $300 on $10k3.00%

−17.1%Worst dropSmaller wins−6.9%

22.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGARP · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	AGARP	iShares MSCI USA Quality GARP ETFRead Desk	0.15%	0.28%	+1.6%	+8.5%	+8.5%	+27.5%	+14.4%	−17.1%	$3.3B
2	BSCHD	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	AGARP	iShares MSCI USA Quality GARP ETFRead Desk	0.15%	0.28%	+1.6%	+8.5%	+8.5%	+27.5%	+14.4%	−17.1%	$3.3B
2	BSCHD	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

GARP vs SCHD

GARP

iShares MSCI USA Quality GARP

$19,604

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGARPSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.28%3.00%

5 years, per year+14.4%+10.2%

3 years, per year+27.5%+20.0%

Worst drop · 1Y−17.1%−6.9%

Volatility · 1Y22.0%11.7%

4–2measures won
SCHD first

0.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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: GARP, SCHD, VUG

Today

54.1%most shared, GARP and VUG

GARPSCHDVUG

GARP—0.0%54.1%

SCHD0.0%—0.8%

VUG54.1%0.8%—

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

VUG$42 − $3 = $39

GARP$28 − $15 = $13

KeptFee

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