LVDS vs SCHD

ALVDS

BSCHD

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.90%LVDS · $690 on $10k

Smallest drop−6.6%LVDS · worst fall in 1Y

Held in common8.7%LVDS and SCHD

LVDS

SCHD

JPMorgan Fundamental Data Science Large Value ETF · $120MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

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

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

6.90%12-mo yield$690 · $298 on $10k2.98%

−6.6%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

3–1LVDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsLVDS · SCHD

1.2%UNH3.9%

1.1%COP3.8%

1.0%BMY3.1%

0.8%EOG1.8%

Held in common8.7%

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	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$120M

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	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$120M

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

LVDS vs SCHD

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureLVDSSCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield6.90%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y10.8%11.7%

3–1measures won
LVDS first

8.7%

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: LVDS, SCHD

Today

8.7%most shared, LVDS and SCHD

LVDSSCHD

LVDS—8.7%

SCHD8.7%—

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

Income After Fees on $10,000

$627most kept, LVDS

LVDS$690 − $63 = $627

SCHD$298 − $6 = $292

KeptFee

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