SCHD vs OSCV

ASCHD

BOSCV

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · OSCV $12,639

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.4%SCHD and OSCV

SCHD

OSCV

Schwab U.S. Dividend Equity ETF · $122BOpus Small Cap Value Plus ETF · $622M

+19.6%3 years · per year$17,123 · $14,197+12.4%

+10.5%5 years · per year$16,459 · $12,639+4.8%

0.06%Expense ratio$6 · $79 on $10k · lower wins0.79%

2.96%12-mo yield$296 · $111 on $10k1.11%

−6.9%Worst dropSmaller wins−9.1%

11.8%VolatilityLower wins12.4%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · OSCV

0.4%DINO0.4%

0.0%GABC2.2%

Held in common0.4%

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

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 OSCV

SCHD

Schwab U.S. Dividend Equity

$16,459

OSCV

Opus Small Cap Value Plus

$12,639

MeasureSCHDOSCV

Fee0.06%0.79%

Cost on $10k a year$6$79

Yield2.96%1.11%

5 years, per year+10.5%+4.8%

3 years, per year+19.6%+12.4%

Worst drop · 1Y−6.9%−9.1%

Volatility · 1Y11.8%12.4%

6–0measures won
SCHD first

0.4%

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%

$122BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, OSCV

Today

0.4%most shared, SCHD and OSCV

SCHDOSCV

SCHD—0.4%

OSCV0.4%—

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

OSCV$111 − $79 = $32

KeptFee

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