GVAL vs SCHD

AGVAL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,848GVAL · SCHD $16,459

Lowest cost0.05%VXUS · $5 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.2%GVAL and SCHD

GVAL

SCHD

Cambria Global Value ETF · $552MSchwab U.S. Dividend Equity ETF · $122B

+27.9%3 years · per year$20,901 · $17,123+19.6%

+13.5%5 years · per year$18,848 · $16,459+10.5%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

2.56%12-mo yield$256 · $296 on $10k2.96%

−11.5%Worst dropSmaller wins−6.9%

17.0%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGVAL · SCHD

0.2%COP3.9%

Held in common0.2%

End-of-day Nov 9, 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	AGVAL	Cambria Global Value ETFRead Desk	0.68%	2.56%	+1.8%	+18.7%	+24.3%	+27.9%	+13.5%	−11.5%	$552M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AGVAL	Cambria Global Value ETFRead Desk	0.68%	2.56%	+1.8%	+18.7%	+24.3%	+27.9%	+13.5%	−11.5%	$552M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GVAL vs SCHD

GVAL

Cambria Global Value

$18,848

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGVALSCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield2.56%2.96%

5 years, per year+13.5%+10.5%

3 years, per year+27.9%+19.6%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y17.0%11.8%

4–2measures won
SCHD first

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GVAL, SCHD, VT, VXUS

Today

29.9%most shared, VT and VXUS

GVALSCHDVTVXUS

GVAL—0.2%1.1%2.6%

SCHD0.2%—4.3%0.0%

VT1.1%4.3%—29.9%

VXUS2.6%0.0%29.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VXUS$239 − $5 = $234

GVAL$256 − $68 = $188

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee