SCHD vs JSML

ASCHD

BJSML

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.1%SCHD and JSML

SCHD

JSML

Schwab U.S. Dividend Equity ETF · $123BJanus Henderson Small Cap Growth Alpha ETF · $377M

+20.3%3 years · per year$17,414 · $18,027+21.7%

+10.4%5 years · per year$16,375 · $13,078+5.5%

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

2.98%12-mo yield$298 · $32 on $10k0.32%

−6.9%Worst dropSmaller wins−14.8%

11.7%VolatilityLower wins22.5%

5–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · JSML

0.1%APAM1.7%

0.1%IPAR0.7%

0.0%WEN0.8%

Held in common0.1%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

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

Cards for this view

SCHD vs JSML

SCHD

Schwab U.S. Dividend Equity

$16,375

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

MeasureSCHDJSML

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield2.98%0.32%

5 years, per year+10.4%+5.5%

3 years, per year+20.3%+21.7%

Worst drop · 1Y−6.9%−14.8%

Volatility · 1Y11.7%22.5%

5–1measures won
SCHD first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHD, JSML, VUG

Today

0.8%most shared, SCHD and VUG

SCHDJSMLVUG

SCHD—0.1%0.8%

JSML0.1%—0.0%

VUG0.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

JSML$32 − $30 = $2

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee