JGLO vs SCHD

AJGLO

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common3.5%JGLO and SCHD

JGLO

SCHD

JPMorgan Global Select Equity ETF · $6.1BSchwab U.S. Dividend Equity ETF · $122B

+15.9%3 years · per year$15,562 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

1.14%12-mo yield$114 · $296 on $10k2.96%

−9.5%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.8%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJGLO · SCHD

1.6%UNH3.9%

1.3%COP3.9%

0.7%BMY3.0%

Held in common3.5%

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 Three

5Y3 funds

#
1	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AJGLO	JPMorgan Global Select Equity ETFRead Desk	0.47%	1.14%	+2.4%	+5.5%	+7.7%	+15.9%	new	−9.5%	$6.1B

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

All Three

5Y3 funds

#
1	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AJGLO	JPMorgan Global Select Equity ETFRead Desk	0.47%	1.14%	+2.4%	+5.5%	+7.7%	+15.9%	new	−9.5%	$6.1B

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

JGLO vs SCHD

JGLO

JPMorgan Global Select Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJGLOSCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield1.14%2.96%

5 years, per year[…]+10.5%

3 years, per year+15.9%+19.6%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y13.7%11.8%

5–0measures won
SCHD first

3.5%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

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: JGLO, SCHD, VEA

Today

9.2%most shared, JGLO and VEA

JGLOSCHDVEA

JGLO—3.5%9.2%

SCHD3.5%—0.0%

VEA9.2%0.0%—

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

VEA$244 − $3 = $241

JGLO$114 − $47 = $67

KeptFee

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