SCHD vs DVAL

ASCHD

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income5.15%DVAL · $515 on $10k

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

Held in common[…]SCHD and DVAL

SCHD

DVAL

Schwab U.S. Dividend Equity ETF · $120BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+20.0%3 years · per year$17,266 · $15,457+15.6%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $49 on $10k · lower wins0.49%

3.00%12-mo yield$300 · $515 on $10k5.15%

−6.9%Worst dropSmaller wins−6.2%

11.7%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · DVAL

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs DVAL

SCHD

Schwab U.S. Dividend Equity

$16,267

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureSCHDDVAL

Fee0.06%0.49%

Cost on $10k a year$6$49

Yield3.00%5.15%

5 years, per year+10.2%[…]

3 years, per year+20.0%+15.6%

Worst drop · 1Y−6.9%−6.2%

Volatility · 1Y11.7%10.4%

3–2measures won
DVAL first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, DVAL, VEA

Today

0.0%most shared, SCHD and VEA

SCHDDVALVEA

SCHD—[…]0.0%

DVAL[…]—[…]

VEA0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

SCHD$300 − $6 = $294

VEA$251 − $3 = $248

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee