PIZ vs SCHD

APIZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%PIZ and SCHD

PIZ

SCHD

Invesco Dorsey Wright Developed Markets Momentum ETF · $571MSchwab U.S. Dividend Equity ETF · $123B

+24.6%3 years · per year$19,338 · $17,908+21.4%

+6.9%5 years · per year$13,962 · $16,881+11.0%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

1.85%12-mo yield$185 · $291 on $10k2.91%

−17.6%Worst dropSmaller wins−6.9%

24.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPIZ · 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	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	APIZ	Invesco Dorsey Wright Developed Markets Momentum ETFRead Desk	0.80%	1.85%	+3.5%	+4.6%	+4.7%	+24.6%	+6.9%	−17.6%	$571M

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	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	APIZ	Invesco Dorsey Wright Developed Markets Momentum ETFRead Desk	0.80%	1.85%	+3.5%	+4.6%	+4.7%	+24.6%	+6.9%	−17.6%	$571M

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

PIZ vs SCHD

PIZ

Invesco Dorsey Wright Developed Markets Momentum

$13,962

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePIZSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield1.85%2.91%

5 years, per year+6.9%+11.0%

3 years, per year+24.6%+21.4%

Worst drop · 1Y−17.6%−6.9%

Volatility · 1Y24.9%11.5%

5–1measures 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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PIZ, SCHD, VEA

Today

12.5%most shared, PIZ and VEA

PIZSCHDVEA

PIZ—0.0%12.5%

SCHD0.0%—0.0%

VEA12.5%0.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VEA$241 − $3 = $238

PIZ$185 − $80 = $105

KeptFee

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