SCHD vs ONOF

ASCHD

BONOF

Measures won5–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SCHD $16,459

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common8.4%SCHD and ONOF

SCHD

ONOF

Schwab U.S. Dividend Equity ETF · $120BGlobal X - Adaptive U.S. Risk Management ETF · $136M

+19.6%3 years · per year$17,123 · $14,896+14.2%

+10.5%5 years · per year$16,459 · $14,191+7.3%

0.06%Expense ratio$6 · $39 on $10k · lower wins0.39%

2.96%12-mo yield$296 · $123 on $10k1.23%

−6.9%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins13.2%

5–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · ONOF

4.0%CVX0.6%

4.4%PG0.6%

4.3%KO0.6%

3.8%MRK0.6%

Held in common8.4%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BONOF	Global X - Adaptive U.S. Risk Management ETFRead Desk	0.39%	1.23%	+2.3%	+7.2%	+9.4%	+14.2%	+7.3%	−6.9%	$136M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BONOF	Global X - Adaptive U.S. Risk Management ETFRead Desk	0.39%	1.23%	+2.3%	+7.2%	+9.4%	+14.2%	+7.3%	−6.9%	$136M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs ONOF

SCHD

Schwab U.S. Dividend Equity

$16,459

ONOF

Global X - Adaptive U.S. Risk Management

$14,191

MeasureSCHDONOF

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield2.96%1.23%

5 years, per year+10.5%+7.3%

3 years, per year+19.6%+14.2%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.8%13.2%

5–0measures won
SCHD first

8.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHD, ONOF, VTV

Today

43.2%most shared, ONOF and VTV

SCHDONOFVTV

SCHD—8.4%17.9%

ONOF8.4%—43.2%

VTV17.9%43.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

ONOF$123 − $39 = $84

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee