HGER vs SCHD

AHGER

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income5.08%HGER · $508 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]HGER and SCHD

HGER

SCHD

Harbor Commodity All-Weather Strategy ETF (HGER) · $4.9BSchwab U.S. Dividend Equity ETF · $121B

+21.1%3 years · per year$17,744 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

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

5.08%12-mo yield$508 · $297 on $10k2.97%

−14.0%Worst dropSmaller wins−6.9%

18.6%VolatilityLower wins11.4%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHGER · SCHD

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

Held in common[…]

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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
4	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk	0.68%	5.08%	+0.1%	+39.4%	+40.3%	+21.1%	new	−14.0%	$4.9B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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
4	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk	0.68%	5.08%	+0.1%	+39.4%	+40.3%	+21.1%	new	−14.0%	$4.9B

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

HGER vs SCHD

HGER

Harbor Commodity All-Weather Strategy ETF (HGER)

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureHGERSCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield5.08%2.97%

5 years, per year[…]+10.3%

3 years, per year+21.1%+21.2%

Worst drop · 1Y−14.0%−6.9%

Volatility · 1Y18.6%11.4%

4–1measures won
SCHD first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: HGER, SCHD, VIG, VYM

Today

60.6%most shared, VIG and VYM

HGERSCHDVIGVYM

HGER—[…][…][…]

SCHD[…]—14.5%21.9%

VIG[…]14.5%—60.6%

VYM[…]21.9%60.6%—

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

Income After Fees on $10,000

$440most kept, HGER

HGER$508 − $68 = $440

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

VIG$147 − $4 = $143

KeptFee

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