ILCV vs SCHD

AILCV

BSCHD

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,668ILCV · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common14.8%ILCV and SCHD

ILCV

SCHD

iShares Morningstar Value ETF · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+23.9%3 years · per year$19,027 · $17,908+21.4%

+13.3%5 years · per year$18,668 · $16,881+11.0%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.48%12-mo yield$148 · $291 on $10k2.91%

−6.5%Worst dropSmaller wins−6.9%

10.0%VolatilityLower wins11.5%

5–1ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · SCHD

1.2%CVX4.2%

1.1%PG4.3%

1.1%KO4.2%

1.0%UNH4.0%

Held in common14.8%

End-of-day Nov 4, 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	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILCV vs SCHD

ILCV

iShares Morningstar Value

$18,668

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureILCVSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.48%2.91%

5 years, per year+13.3%+11.0%

3 years, per year+23.9%+21.4%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y10.0%11.5%

5–1measures won
ILCV first

14.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ILCV, SCHD, VUG

Today

31.6%most shared, ILCV and VUG

ILCVSCHDVUG

ILCV—14.8%31.6%

SCHD14.8%—0.8%

VUG31.6%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ILCV$148 − $4 = $144

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee