GUNR vs SCHD

AGUNR

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common8.2%GUNR and SCHD

GUNR

SCHD

Northern Trust Morningstar Global Upstream Natural Resources ETF · $7.0BSchwab U.S. Dividend Equity ETF · $121B

+13.9%3 years · per year$14,770 · $17,784+21.2%

+9.4%5 years · per year$15,648 · $16,352+10.3%

0.47%Expense ratio$47 · $6 on $10k · lower wins0.06%

2.35%12-mo yield$235 · $297 on $10k2.97%

−11.7%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGUNR · SCHD

4.2%CVX4.2%

1.8%COP4.1%

3.3%ADM0.9%

0.8%EOG1.9%

Held in common8.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk	0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.41%	−0.4%	+9.8%	+13.1%	+20.7%	+7.9%	−11.3%	$163.2B

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk	0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.41%	−0.4%	+9.8%	+13.1%	+20.7%	+7.9%	−11.3%	$163.2B

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

Cards for this view

GUNR vs SCHD

GUNR

Northern Trust Morningstar Global Upstream Natural Resources

$15,648

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureGUNRSCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield2.35%2.97%

5 years, per year+9.4%+10.3%

3 years, per year+13.9%+21.2%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y16.7%11.4%

6–0measures won
SCHD first

8.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+9.8%

IXUSiShares

+10.2%

+9.8%Year to date+10.2%

2.4%Yield3.0%

$163BAssets$57.0B

2–0IXUS wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GUNR, SCHD, VIG, VXUS

Today

14.5%most shared, SCHD and VIG

GUNRSCHDVIGVXUS

GUNR—8.2%3.6%4.9%

SCHD8.2%—14.5%0.0%

VIG3.6%14.5%—0.0%

VXUS4.9%0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VXUS$241 − $5 = $236

GUNR$235 − $47 = $188

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee