KVLE vs SCHD

AKVLE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income8.53%KVLE · $853 on $10k

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

Held in common23.1%KVLE and SCHD

KVLE

SCHD

KraneShares Value Line Dynamic Dividend Equity Index ETF · $40MSchwab U.S. Dividend Equity ETF · $120B

+16.4%3 years · per year$15,773 · $17,266+20.0%

+9.4%5 years · per year$15,656 · $16,267+10.2%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

8.53%12-mo yield$853 · $300 on $10k3.00%

−9.6%Worst dropSmaller wins−6.9%

11.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKVLE · SCHD

2.0%VZ3.6%

1.9%ADP2.9%

1.9%UPS2.0%

1.9%MO3.1%

Held in common23.1%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk	0.56%	8.53%	−0.5%	+9.2%	+10.5%	+16.4%	+9.4%	−9.6%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk	0.56%	8.53%	−0.5%	+9.2%	+10.5%	+16.4%	+9.4%	−9.6%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KVLE vs SCHD

KVLE

KraneShares Value Line Dynamic Dividend Equity Index

$15,656

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureKVLESCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield8.53%3.00%

5 years, per year+9.4%+10.2%

3 years, per year+16.4%+20.0%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y11.9%11.7%

5–1measures won
SCHD first

23.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: KVLE, SCHD, VOO

Today

29.9%most shared, KVLE and VOO

KVLESCHDVOO

KVLE—23.1%29.9%

SCHD23.1%—7.6%

VOO29.9%7.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$797most kept, KVLE

KVLE$853 − $56 = $797

SCHD$300 − $6 = $294

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee