PSCD vs SCHD

APSCD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.1%PSCD and SCHD

PSCD

SCHD

Invesco S&P SmallCap Consumer Discretionary ETF · $24MSchwab U.S. Dividend Equity ETF · $123B

+16.3%3 years · per year$15,721 · $17,908+21.4%

+3.4%5 years · per year$11,840 · $16,881+11.0%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

0.95%12-mo yield$95 · $291 on $10k2.91%

−14.2%Worst dropSmaller wins−6.9%

23.4%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPSCD · SCHD

0.6%BKE0.0%

0.5%WEN0.0%

Held in common0.1%

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
4	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
4	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M

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

PSCD vs SCHD

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,840

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePSCDSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield0.95%2.91%

5 years, per year+3.4%+11.0%

3 years, per year+16.3%+21.4%

Worst drop · 1Y−14.2%−6.9%

Volatility · 1Y23.4%11.5%

6–0measures won
SCHD first

0.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

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

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

Overlap: PSCD, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

PSCDSCHDVIGXLF

PSCD—0.1%0.0%0.0%

SCHD0.1%—14.5%3.4%

VIG0.0%14.5%—19.5%

XLF0.0%3.4%19.5%—

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

VIG$144 − $4 = $140

XLF$140 − $8 = $132

PSCD$95 − $29 = $66

KeptFee

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