MVPA vs SCHD · Compare Desk

ASCHD

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · SCHD $16,352

Lowest cost0.03%VTV · $3 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common17.9%SCHD and VTV

SCHD vs VTV

SCHD

VTV

Schwab U.S. Dividend Equity ETF · $121BVanguard Morningstar Value ETF · $184B

+21.2%3 years · per year$17,784 · $18,466+22.7%

+10.3%5 years · per year$16,352 · $17,842+12.3%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

2.97%12-mo yield$297 · $183 on $10k1.83%

−6.9%Worst dropSmaller wins−6.4%

11.4%VolatilityLower wins10.1%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VTV

4.2%CVX1.5%

3.8%MRK1.4%

4.3%PG1.3%

4.2%KO1.3%

Held in common17.9%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
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 VTV

SCHD

Schwab U.S. Dividend Equity

$16,352

VTV

Vanguard Morningstar Value

$17,842

MeasureSCHDVTV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield2.97%1.83%

5 years, per year+10.3%+12.3%

3 years, per year+21.2%+22.7%

Worst drop · 1Y−6.9%−6.4%

Volatility · 1Y11.4%10.1%

5–1measures won
VTV first

17.9%

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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

Overlap: SCHD, VTV

Today

17.9%most shared, SCHD and VTV

SCHDVTV

SCHD—17.9%

VTV17.9%—

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

VTV$183 − $3 = $180

KeptFee

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