LGLV vs SCHD

ALGLV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · LGLV $15,132

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common10.0%LGLV and SCHD

LGLV

SCHD

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BSchwab U.S. Dividend Equity ETF · $123B

+16.2%3 years · per year$15,696 · $17,908+21.4%

+8.6%5 years · per year$15,133 · $16,881+11.0%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

2.00%12-mo yield$200 · $291 on $10k2.91%

−8.2%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLGLV · SCHD

1.2%KO4.2%

1.0%PEP3.8%

0.9%ADP2.8%

0.9%PG4.3%

Held in common10.0%

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	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
2	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk		0.12%	2.00%	+2.1%	+12.1%	+15.4%	+16.2%	+8.6%	−8.2%	$1.2B

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	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
2	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk		0.12%	2.00%	+2.1%	+12.1%	+15.4%	+16.2%	+8.6%	−8.2%	$1.2B

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

LGLV vs SCHD

LGLV

SPDR US Large Cap Low Volatility Index

$15,133

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLGLVSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield2.00%2.91%

5 years, per year+8.6%+11.0%

3 years, per year+16.2%+21.4%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y10.7%11.5%

5–1measures won
SCHD first

10.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LGLV, SCHD

Today

10.0%most shared, LGLV and SCHD

LGLVSCHD

LGLV—10.0%

SCHD10.0%—

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

LGLV$200 − $12 = $188

KeptFee

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