MST vs SCHD · Compare Desk

ASCHD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common14.5%SCHD and VIG

SCHD vs VIG

SCHD

VIG

Schwab U.S. Dividend Equity ETF · $121BVanguard Dividend Appreciation ETF · $109B

+21.2%3 years · per year$17,784 · $17,369+20.2%

+10.3%5 years · per year$16,352 · $16,495+10.5%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

2.97%12-mo yield$297 · $147 on $10k1.47%

−6.9%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins10.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VIG

3.8%MRK1.6%

4.3%PG1.5%

4.2%KO1.5%

3.9%UNH1.5%

Held in common14.5%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
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 VIG

SCHD

Schwab U.S. Dividend Equity

$16,352

VIG

Vanguard Dividend Appreciation

$16,495

MeasureSCHDVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield2.97%1.47%

5 years, per year+10.3%+10.5%

3 years, per year+21.2%+20.2%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.4%10.0%

3–3measures won
level

14.5%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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: SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SCHDVIG

SCHD—14.5%

VIG14.5%—

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

VIG$147 − $4 = $143

KeptFee

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