PY vs SCHD

APY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common23.5%PY and SCHD

SCHD

Principal Value ETF · $241MSchwab U.S. Dividend Equity ETF · $122B

+17.3%3 years · per year$16,160 · $17,123+19.6%

+8.8%5 years · per year$15,264 · $16,459+10.5%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.66%12-mo yield$166 · $296 on $10k2.96%

−6.2%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPY · SCHD

2.1%PG4.4%

2.0%UNH3.9%

1.7%MRK3.8%

1.5%KO4.3%

Held in common23.5%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	APY	Principal Value ETFRead Desk	0.15%	1.66%	+1.8%	+13.9%	+17.5%	+17.3%	+8.8%	−6.2%	$241M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	APY	Principal Value ETFRead Desk	0.15%	1.66%	+1.8%	+13.9%	+17.5%	+17.3%	+8.8%	−6.2%	$241M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PY vs SCHD

Principal Value

$15,264

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasurePYSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.66%2.96%

5 years, per year+8.8%+10.5%

3 years, per year+17.3%+19.6%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.8%11.8%

4–2measures won
SCHD first

23.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PY, SCHD, IWF

Today

23.5%most shared, PY and SCHD

PYSCHDIWF

PY—23.5%19.7%

SCHD23.5%—3.6%

IWF19.7%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PY$166 − $15 = $151

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee