SCHA vs SCHD

ASCHA

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,454

Lowest cost0.03%SCHA · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.6%SCHA and SCHD

SCHA

SCHD

Schwab U.S. Small-Cap ETF · $21.7BSchwab U.S. Dividend Equity ETF · $120B

+20.4%3 years · per year$17,445 · $17,118+19.6%

+6.0%5 years · per year$13,361 · $16,454+10.5%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.11%12-mo yield$111 · $296 on $10k2.96%

−11.2%Worst dropSmaller wins−6.9%

19.2%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHA · SCHD

0.2%COLB0.2%

0.2%M0.2%

0.1%MTN0.1%

0.1%NXST0.1%

Held in common2.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ASCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ASCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B

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

SCHA vs SCHD

SCHA

Schwab U.S. Small-Cap

$13,361

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureSCHASCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.11%2.96%

5 years, per year+6.0%+10.5%

3 years, per year+20.4%+19.6%

Worst drop · 1Y−11.2%−6.9%

Volatility · 1Y19.2%11.8%

4–2measures won
SCHD first

2.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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$59.7B

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: SCHA, SCHD, VUG

Today

2.6%most shared, SCHA and SCHD

SCHASCHDVUG

SCHA—2.6%0.1%

SCHD2.6%—0.8%

VUG0.1%0.8%—

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

SCHA$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

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