PEX vs SCHD

APEX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income5.49%PEX · $549 on $10k

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

Held in common0.6%PEX and SCHD

PEX

SCHD

ProShares Global Listed Private Equity ETF · $11MSchwab U.S. Dividend Equity ETF · $123B

+8.6%3 years · per year$12,798 · $17,414+20.3%

−0.5%5 years · per year$9,738 · $16,375+10.4%

2.75%Expense ratio$275 · $6 on $10k · lower wins0.06%

5.49%12-mo yield$549 · $298 on $10k2.98%

−18.7%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPEX · SCHD

3.6%RF0.6%

Held in common0.6%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.49%	−2.3%	−4.3%	−3.9%	+8.6%	−0.5%	−18.7%	$11M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.49%	−2.3%	−4.3%	−3.9%	+8.6%	−0.5%	−18.7%	$11M

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

Cards for this view

PEX vs SCHD

PEX

ProShares Global Listed Private Equity

$9,738

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePEXSCHD

Fee2.75%0.06%

Cost on $10k a year$275$6

Yield5.49%2.98%

5 years, per year−0.5%+10.4%

3 years, per year+8.6%+20.3%

Worst drop · 1Y−18.7%−6.9%

Volatility · 1Y16.9%11.7%

5–1measures won
SCHD first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PEX, SCHD, VEA

Today

0.6%most shared, PEX and SCHD

PEXSCHDVEA

PEX—0.6%0.0%

SCHD0.6%—0.0%

VEA0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

PEX$549 − $275 = $274

VEA$250 − $3 = $247

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee