SCHD vs GDOC

ASCHD

BGDOC

Measures won5–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common7.7%SCHD and GDOC

SCHD

GDOC

Schwab U.S. Dividend Equity ETF · $120BGoldman Sachs Future Health Care Equity ETF · $20M

+20.0%3 years · per year$17,266 · $13,784+11.3%

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

0.06%Expense ratio$6 · $75 on $10k · lower wins0.75%

3.00%12-mo yield$300 · $29 on $10k0.29%

−6.9%Worst dropSmaller wins−15.7%

11.7%VolatilityLower wins17.0%

5–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · GDOC

3.9%UNH5.7%

3.8%MRK5.0%

Held in common7.7%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$20M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$20M

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 GDOC

SCHD

Schwab U.S. Dividend Equity

$16,267

GDOC

Goldman Sachs Future Health Care Equity

[…]

MeasureSCHDGDOC

Fee0.06%0.75%

Cost on $10k a year$6$75

Yield3.00%0.29%

5 years, per year+10.2%[…]

3 years, per year+20.0%+11.3%

Worst drop · 1Y−6.9%−15.7%

Volatility · 1Y11.7%17.0%

5–0measures won
SCHD first

7.7%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, GDOC, VIG

Today

14.5%most shared, SCHD and VIG

SCHDGDOCVIG

SCHD—7.7%14.5%

GDOC7.7%—13.4%

VIG14.5%13.4%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

GDOC$29 − $75 = −$46

KeptFee

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