MOAT vs SCHD

AMOAT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · MOAT $15,964

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common6.6%MOAT and SCHD

MOAT

SCHD

VanEck Morningstar Wide Moat ETF · $11.9BSchwab U.S. Dividend Equity ETF · $121B

+18.7%3 years · per year$16,729 · $17,784+21.2%

+9.8%5 years · per year$15,964 · $16,352+10.3%

0.46%Expense ratio$46 · $6 on $10k · lower wins0.06%

1.23%12-mo yield$123 · $297 on $10k2.97%

−12.4%Worst dropSmaller wins−6.9%

14.1%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMOAT · SCHD

1.5%LMT3.1%

1.5%TXN4.6%

1.3%BMY3.0%

1.2%PEP3.9%

Held in common6.6%

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	BSCHD	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
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.23%	+0.1%	+10.2%	+13.7%	+18.7%	+9.8%	−12.4%	$11.9B

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	BSCHD	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
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.23%	+0.1%	+10.2%	+13.7%	+18.7%	+9.8%	−12.4%	$11.9B

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

MOAT vs SCHD

MOAT

VanEck Morningstar Wide Moat

$15,964

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureMOATSCHD

Fee0.46%0.06%

Cost on $10k a year$46$6

Yield1.23%2.97%

5 years, per year+9.8%+10.3%

3 years, per year+18.7%+21.2%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y14.1%11.4%

6–0measures won
SCHD first

6.6%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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

Overlap: MOAT, SCHD

Today

6.6%most shared, MOAT and SCHD

MOATSCHD

MOAT—6.6%

SCHD6.6%—

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

MOAT$123 − $46 = $77

KeptFee

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