JOET vs SCHD5YJOETJOETAvsBSCHDSCHDVirtus Terranova U.S. Quality Momentum ETF · $230MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+18.4%3 years · per year$16,600 · $17,374+20.2%+7.5%5 years · per year$14,342 · $16,418+10.4%Cost and income0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%0.61%12-mo yield
Overlap: JOET, SCHD, VUGToday21.2%most shared, JOET and VUGJOETSCHDVUGJOET—11.5%21.2%SCHD11.5%—0.8%VUG21.2%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
JOET vs SCHD5YAJOETVirtus Terranova U.S. Quality Momentum$14,342vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3AJOETVirtus Terranova U.S. Quality Momentum ETFReadDesk0.29%0.61%−0.4%+7.0%+5.6%+18.4%+7.5%−10.4%$230MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3AJOETVirtus Terranova U.S. Quality Momentum ETFReadDesk0.29%0.61%−0.4%+7.0%+5.6%+18.4%+7.5%−10.4%$230MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: JOET, SCHD, VUGToday21.2%most shared, JOET and VUGJOETSCHDVUGJOET—11.5%21.2%SCHD11.5%—0.8%VUG21.2%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VUG$41 − $3 = $38JOET$61 − $29 = $32KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee