LCTD vs SCHD

ALCTD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income3.40%LCTD · $340 on $10k

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

Held in common0.0%LCTD and SCHD

LCTD

SCHD

iShares World ex U.S. Carbon Transition Readiness Aware Active ETF · $314MSchwab U.S. Dividend Equity ETF · $120B

+17.7%3 years · per year$16,325 · $17,266+20.0%

+6.9%5 years · per year$13,986 · $16,267+10.2%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

3.40%12-mo yield$340 · $300 on $10k3.00%

−10.9%Worst dropSmaller wins−6.9%

15.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLCTD · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ALCTD	iShares World ex U.S. Carbon Transition Readiness Aware Active ETFRead Desk	0.37%	3.40%	−0.8%	+6.8%	+10.5%	+17.7%	+6.9%	−10.9%	$314M

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	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ALCTD	iShares World ex U.S. Carbon Transition Readiness Aware Active ETFRead Desk	0.37%	3.40%	−0.8%	+6.8%	+10.5%	+17.7%	+6.9%	−10.9%	$314M

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

LCTD vs SCHD

LCTD

iShares World ex U.S. Carbon Transition Readiness Aware Active

$13,986

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureLCTDSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield3.40%3.00%

5 years, per year+6.9%+10.2%

3 years, per year+17.7%+20.0%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y15.6%11.7%

5–1measures won
SCHD first

0.0%

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LCTD, SCHD, VEA

Today

44.2%most shared, LCTD and VEA

LCTDSCHDVEA

LCTD—0.0%44.2%

SCHD0.0%—0.0%

VEA44.2%0.0%—

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

Income After Fees on $10,000

$303most kept, LCTD

LCTD$340 − $37 = $303

SCHD$300 − $6 = $294

VEA$251 − $3 = $248

KeptFee

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