LABU vs SCHD · Compare Desk

ASCHD

BDGRO

Measures won2–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common21.0%SCHD and DGRO

SCHD vs DGRO

SCHD

DGRO

Schwab U.S. Dividend Equity ETF · $123BiShares Core Dividend Growth ETF · $46.1B

+21.4%3 years · per year$17,908 · $18,408+22.6%

+11.0%5 years · per year$16,881 · $17,573+11.9%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

2.91%12-mo yield$291 · $181 on $10k1.81%

−6.9%Worst dropSmaller wins−6.5%

11.5%VolatilityLower wins9.7%

2–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · DGRO

4.3%PG2.4%

4.1%HD2.1%

4.2%KO1.9%

4.0%UNH1.8%

Held in common21.0%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ASCHD	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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ASCHD	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

SCHD vs DGRO

SCHD

Schwab U.S. Dividend Equity

$16,881

DGRO

iShares Core Dividend Growth

$17,573

MeasureSCHDDGRO

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield2.91%1.81%

5 years, per year+11.0%+11.9%

3 years, per year+21.4%+22.6%

Worst drop · 1Y−6.9%−6.5%

Volatility · 1Y11.5%9.7%

4–2measures won
DGRO first

21.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

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: SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

SCHDDGRO

SCHD—21.0%

DGRO21.0%—

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

DGRO$181 − $8 = $173

KeptFee

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