SCHD vs DURA

ASCHD

BDURA

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · DURA $15,292

Lowest cost0.06%SCHD · $6 on $10k

Most income3.07%DURA · $307 on $10k

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

Held in common34.8%SCHD and DURA

SCHD

DURA

Schwab U.S. Dividend Equity ETF · $121BVanEck Durable High Dividend ETF · $39M

+21.2%3 years · per year$17,784 · $15,744+16.3%

+10.3%5 years · per year$16,352 · $15,292+8.9%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

2.97%12-mo yield$297 · $307 on $10k3.07%

−6.9%Worst dropSmaller wins−7.0%

11.4%VolatilityLower wins14.9%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · DURA

4.2%CVX5.2%

3.9%PEP4.0%

3.8%MRK4.1%

3.5%VZ4.2%

Held in common34.8%

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	BDURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.07%	−1.0%	+22.7%	+27.7%	+16.3%	+8.9%	−7.0%	$39M

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	BDURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.07%	−1.0%	+22.7%	+27.7%	+16.3%	+8.9%	−7.0%	$39M

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 DURA

SCHD

Schwab U.S. Dividend Equity

$16,352

DURA

VanEck Durable High Dividend

$15,292

MeasureSCHDDURA

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield2.97%3.07%

5 years, per year+10.3%+8.9%

3 years, per year+21.2%+16.3%

Worst drop · 1Y−6.9%−7.0%

Volatility · 1Y11.4%14.9%

5–1measures won
SCHD first

34.8%

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, DURA

Today

34.8%most shared, SCHD and DURA

SCHDDURA

SCHD—34.8%

DURA34.8%—

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

DURA$307 − $30 = $277

KeptFee

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