SCHD vs SCMC · Compare Desk

ASCHD

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · SCHD $16,352

Lowest cost0.04%VYM · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common21.9%SCHD and VYM

SCHD vs VYM

SCHD

VYM

Schwab U.S. Dividend Equity ETF · $121BVanguard High Dividend Yield ETF · $78.9B

+21.2%3 years · per year$17,784 · $17,952+21.5%

+10.3%5 years · per year$16,352 · $17,305+11.6%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

2.97%12-mo yield$297 · $225 on $10k2.25%

−6.9%Worst dropSmaller wins−6.7%

11.4%VolatilityLower wins10.0%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VYM

4.2%CVX1.6%

3.8%MRK1.5%

4.3%PG1.4%

4.2%KO1.4%

Held in common21.9%

End-of-day Nov 3, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

SCHD vs VYM

SCHD

Schwab U.S. Dividend Equity

$16,352

VYM

Vanguard High Dividend Yield

$17,305

MeasureSCHDVYM

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield2.97%2.25%

5 years, per year+10.3%+11.6%

3 years, per year+21.2%+21.5%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y11.4%10.0%

5–1measures won
VYM first

21.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHD, VYM

Today

21.9%most shared, SCHD and VYM

SCHDVYM

SCHD—21.9%

VYM21.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee