SCHD vs CDC

ASCHD

BCDC

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · CDC $13,675

Lowest cost0.06%SCHD · $6 on $10k

Most income3.06%CDC · $306 on $10k

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

Held in common21.9%SCHD and CDC

SCHD

CDC

Schwab U.S. Dividend Equity ETF · $121BVictoryShares US EQ Income Enhanced Volatility Wtd ETF · $749M

+21.2%3 years · per year$17,784 · $15,567+15.9%

+10.3%5 years · per year$16,352 · $13,675+6.5%

0.06%Expense ratio$6 · $37 on $10k · lower wins0.37%

2.97%12-mo yield$297 · $306 on $10k3.06%

−6.9%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins10.9%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CDC

4.3%PG1.4%

3.9%PEP1.2%

4.2%CVX1.1%

3.0%MO1.1%

Held in common21.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk		0.37%	3.06%	−1.3%	+20.1%	+22.4%	+15.9%	+6.5%	−7.9%	$749M

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk		0.37%	3.06%	−1.3%	+20.1%	+22.4%	+15.9%	+6.5%	−7.9%	$749M

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

Cards for this view

SCHD vs CDC

SCHD

Schwab U.S. Dividend Equity

$16,352

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,675

MeasureSCHDCDC

Fee0.06%0.37%

Cost on $10k a year$6$37

Yield2.97%3.06%

5 years, per year+10.3%+6.5%

3 years, per year+21.2%+15.9%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.4%10.9%

4–2measures won
SCHD first

21.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHD, CDC

Today

21.9%most shared, SCHD and CDC

SCHDCDC

SCHD—21.9%

CDC21.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

CDC$306 − $37 = $269

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee