SCHD vs MDEV

ASCHD

BMDEV

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.1%SCHD and MDEV

SCHD

MDEV

Schwab U.S. Dividend Equity ETF · $120BFirst Trust Indxx Medical Devices ETF · $4M

+20.3%3 years · per year$17,414 · $13,194+9.7%

+10.4%5 years · per year$16,375 · $9,086−1.9%

0.06%Expense ratio$6 · $70 on $10k · lower wins0.70%

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

−6.9%Worst dropSmaller wins−18.2%

11.7%VolatilityLower wins17.4%

6–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · MDEV

4.0%ABT2.1%

Held in common2.1%

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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.2%	+9.6%	+12.2%	+9.7%	−1.9%	−18.2%	$4M

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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.2%	+9.6%	+12.2%	+9.7%	−1.9%	−18.2%	$4M

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 MDEV

SCHD

Schwab U.S. Dividend Equity

$16,375

MDEV

First Trust Indxx Medical Devices

$9,086

MeasureSCHDMDEV

Fee0.06%0.70%

Cost on $10k a year$6$70

Yield2.98%0.10%

5 years, per year+10.4%−1.9%

3 years, per year+20.3%+9.7%

Worst drop · 1Y−6.9%−18.2%

Volatility · 1Y11.7%17.4%

6–0measures won
SCHD first

2.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, MDEV, VIG

Today

14.5%most shared, SCHD and VIG

SCHDMDEVVIG

SCHD—2.1%14.5%

MDEV2.1%—3.1%

VIG14.5%3.1%—

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

VIG$149 − $4 = $145

MDEV$10 − $70 = −$60

KeptFee

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