LOWV vs SCHD

ALOWV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common5.8%LOWV and SCHD

LOWV

SCHD

Alliance Bernstein - AB US Low Volatility Equity ETF · $212MSchwab U.S. Dividend Equity ETF · $120B

+16.7%3 years · per year$15,903 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $298 on $10k2.98%

−9.6%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLOWV · SCHD

2.3%MRK3.8%

1.2%ADP2.8%

0.9%UNH3.9%

0.7%KO4.2%

Held in common5.8%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ALOWV	Alliance Bernstein - AB US Low Volatility Equity ETFRead Desk		0.39%	0.86%	−3.3%	+6.8%	+7.1%	+16.7%	new	−9.6%	$212M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ALOWV	Alliance Bernstein - AB US Low Volatility Equity ETFRead Desk		0.39%	0.86%	−3.3%	+6.8%	+7.1%	+16.7%	new	−9.6%	$212M

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

Cards for this view

LOWV vs SCHD

LOWV

Alliance Bernstein - AB US Low Volatility Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureLOWVSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield0.86%2.98%

5 years, per year[…]+10.4%

3 years, per year+16.7%+20.3%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y11.0%11.7%

4–1measures won
SCHD first

5.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LOWV, SCHD

Today

5.8%most shared, LOWV and SCHD

LOWVSCHD

LOWV—5.8%

SCHD5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

LOWV$86 − $39 = $47

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee