LDDR vs SCHD · Compare Desk

ASCHD

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SCHD $16,352

Lowest cost0.03%VOO · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common7.6%SCHD and VOO

SCHD vs VOO

SCHD

VOO

Schwab U.S. Dividend Equity ETF · $121BVanguard S&P 500 ETF · $1.00T

+21.2%3 years · per year$17,784 · $19,094+24.1%

+10.3%5 years · per year$16,352 · $17,749+12.2%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

2.97%12-mo yield$297 · $107 on $10k1.07%

−6.9%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VOO

4.2%CVX0.6%

3.8%MRK0.5%

4.3%PG0.5%

4.2%KO0.5%

Held in common7.6%

End-of-day Nov 3, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

SCHD vs VOO

SCHD

Schwab U.S. Dividend Equity

$16,352

VOO

Vanguard S&P 500

$17,749

MeasureSCHDVOO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield2.97%1.07%

5 years, per year+10.3%+12.2%

3 years, per year+21.2%+24.1%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.4%12.7%

3–3measures won
level

7.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: SCHD, VOO

Today

7.6%most shared, SCHD and VOO

SCHDVOO

SCHD—7.6%

VOO7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee