PCEF vs SCHD

APCEF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SCHD $16,881

Lowest cost0.03%VOO · $3 on $10k

Most income7.66%PCEF · $766 on $10k

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

Held in common0.0%PCEF and SCHD

PCEF

SCHD

Invesco CEF Income Composite ETF · $743MSchwab U.S. Dividend Equity ETF · $123B

+15.7%3 years · per year$15,506 · $17,908+21.4%

+4.1%5 years · per year$12,224 · $16,881+11.0%

2.76%Expense ratio$276 · $6 on $10k · lower wins0.06%

7.66%12-mo yield$766 · $291 on $10k2.91%

−8.3%Worst dropSmaller wins−6.9%

10.0%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPCEF · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.66%	+1.0%	+4.2%	+4.7%	+15.7%	+4.1%	−8.3%	$743M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.66%	+1.0%	+4.2%	+4.7%	+15.7%	+4.1%	−8.3%	$743M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PCEF vs SCHD

PCEF

Invesco CEF Income Composite

$12,224

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePCEFSCHD

Fee2.76%0.06%

Cost on $10k a year$276$6

Yield7.66%2.91%

5 years, per year+4.1%+11.0%

3 years, per year+15.7%+21.4%

Worst drop · 1Y−8.3%−6.9%

Volatility · 1Y10.0%11.5%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: PCEF, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

PCEFSCHDVOO

PCEF—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$490most kept, PCEF

PCEF$766 − $276 = $490

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee