SCHD vs SNPD

ASCHD

BSNPD

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income3.05%SNPD · $305 on $10k

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

Held in common16.5%SCHD and SNPD

SCHD

SNPD

Schwab U.S. Dividend Equity ETF · $122BXtrackers S&P Dividend Aristocrats Screened ETF · $4M

+19.6%3 years · per year$17,123 · $14,974+14.4%

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

2.96%12-mo yield$296 · $305 on $10k3.05%

−6.9%Worst dropSmaller wins−8.7%

11.8%VolatilityLower wins12.5%

4–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SNPD

3.6%VZ3.1%

1.7%TGT2.3%

4.3%KO1.4%

4.3%TXN1.4%

Held in common16.5%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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%	$121.7B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.05%	+1.9%	+20.6%	+25.0%	+14.4%	new	−8.7%	$4M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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%	$121.7B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.05%	+1.9%	+20.6%	+25.0%	+14.4%	new	−8.7%	$4M

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 SNPD

SCHD

Schwab U.S. Dividend Equity

$16,459

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

MeasureSCHDSNPD

Fee0.06%0.15%

Cost on $10k a year$6$15

Yield2.96%3.05%

5 years, per year+10.5%[…]

3 years, per year+19.6%+14.4%

Worst drop · 1Y−6.9%−8.7%

Volatility · 1Y11.8%12.5%

4–0measures won
SCHD first

16.5%

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, SNPD, VYM

Today

21.9%most shared, SCHD and VYM

SCHDSNPDVYM

SCHD—16.5%21.9%

SNPD16.5%—18.3%

VYM21.9%18.3%—

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

SNPD$305 − $15 = $290

VYM$226 − $4 = $222

KeptFee

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