LCF vs SCHD

ALCF

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SCHD $16,881

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common5.0%LCF and SCHD

LCF

SCHD

Touchstone US Large Cap Focused ETF · $70MSchwab U.S. Dividend Equity ETF · $123B

+20.5%3 years · per year$17,508 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

1.18%Expense ratio$118 · $6 on $10k · lower wins0.06%

0.50%12-mo yield$50 · $291 on $10k2.91%

−11.7%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLCF · SCHD

1.5%TXN4.8%

1.4%UNH4.0%

0.9%BMY3.0%

0.8%BX2.1%

Held in common5.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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
3	ALCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.50%	+3.0%	+9.7%	+10.8%	+20.5%	new	−11.7%	$70M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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
3	ALCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.50%	+3.0%	+9.7%	+10.8%	+20.5%	new	−11.7%	$70M

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

LCF vs SCHD

LCF

Touchstone US Large Cap Focused

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLCFSCHD

Fee1.18%0.06%

Cost on $10k a year$118$6

Yield0.50%2.91%

5 years, per year[…]+11.0%

3 years, per year+20.5%+21.4%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y13.3%11.5%

5–0measures won
SCHD first

5.0%

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

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: LCF, SCHD, VUG

Today

45.6%most shared, LCF and VUG

LCFSCHDVUG

LCF—5.0%45.6%

SCHD5.0%—0.8%

VUG45.6%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

VUG$40 − $3 = $37

LCF$50 − $118 = −$68

KeptFee

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