SCHD vs CBLS

ASCHD

BCBLS

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common4.6%SCHD and CBLS

SCHD

CBLS

Schwab U.S. Dividend Equity ETF · $120BClough Hedged Equity ETF · $31M

+19.6%3 years · per year$17,123 · $15,220+15.0%

+10.5%5 years · per year$16,459 · $10,933+1.8%

0.06%Expense ratio$6 · $189 on $10k · lower wins1.89%

2.96%12-mo yield$296 · $87 on $10k0.87%

−6.9%Worst dropSmaller wins−21.2%

11.8%VolatilityLower wins20.1%

6–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · CBLS

3.9%UNH3.1%

1.1%DVN2.6%

0.4%APA2.4%

3.6%VZ-1.5%

Held in common4.6%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BCBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.87%	+3.3%	+3.2%	+2.0%	+15.0%	+1.8%	−21.2%	$31M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BCBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.87%	+3.3%	+3.2%	+2.0%	+15.0%	+1.8%	−21.2%	$31M

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

SCHD vs CBLS

SCHD

Schwab U.S. Dividend Equity

$16,459

CBLS

Clough Hedged Equity

$10,933

MeasureSCHDCBLS

Fee0.06%1.89%

Cost on $10k a year$6$189

Yield2.96%0.87%

5 years, per year+10.5%+1.8%

3 years, per year+19.6%+15.0%

Worst drop · 1Y−6.9%−21.2%

Volatility · 1Y11.8%20.1%

6–0measures won
SCHD first

4.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, CBLS, VIG

Today

14.5%most shared, SCHD and VIG

SCHDCBLSVIG

SCHD—4.6%14.5%

CBLS4.6%—13.3%

VIG14.5%13.3%—

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

VIG$146 − $4 = $142

CBLS$87 − $189 = −$102

KeptFee

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