NBSM vs SCHD5YNBSMNBSMAvsBSCHDSCHDNeuberger Berman Small-Mid Cap ETF · $117MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%0.35%12-mo yield$35 · $292 on $10k2.92%
Overlap: NBSM, SCHD, VUGToday0.8%most shared, SCHD and VUGNBSMSCHDVUGNBSM—0.0%0.0%SCHD0.0%—0.8%VUG0.0%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
NBSM vs SCHD5YANBSMNeuberger Berman Small-Mid Cap[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureNBSMSCHDFee0.75%0.06%Cost on $10k a year$75$6Yield0.35%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−10.1%−6.9%Volatility · 1Y14.9%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ANBSMNeuberger Berman Small-Mid Cap ETFReadDesk0.75%0.35%+0.1%+15.0%+14.8%newnew−10.1%$117MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ANBSMNeuberger Berman Small-Mid Cap ETFReadDesk0.75%0.35%+0.1%+15.0%+14.8%newnew−10.1%$117MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: NBSM, SCHD, VUGToday0.8%most shared, SCHD and VUGNBSMSCHDVUGNBSM—0.0%0.0%SCHD0.0%—0.8%VUG0.0%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VUG$41 − $3 = $38NBSM$35 − $75 = −$40KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee