PEX vs SCHD

APEX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.55%PEX · $555 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 · $120B

+7.6%3 years · per year$12,453 · $17,266+20.0%

−0.6%5 years · per year$9,706 · $16,267+10.2%

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

5.55%12-mo yield$555 · $300 on $10k3.00%

−18.7%Worst dropSmaller wins−6.9%

17.0%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 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.55%	−1.2%	−5.4%	−5.1%	+7.6%	−0.6%	−18.7%	$11M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.55%	−1.2%	−5.4%	−5.1%	+7.6%	−0.6%	−18.7%	$11M

End-of-day Nov 6, 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

$9,706

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasurePEXSCHD

Fee2.75%0.06%

Cost on $10k a year$275$6

Yield5.55%3.00%

5 years, per year−0.6%+10.2%

3 years, per year+7.6%+20.0%

Worst drop · 1Y−18.7%−6.9%

Volatility · 1Y17.0%11.7%

5–1measures won
SCHD first

0.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PEX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

PEXSCHDVIG

PEX—0.6%0.0%

SCHD0.6%—14.5%

VIG0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

PEX$555 − $275 = $280

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee