SCHD vs SSCP

ASCHD

BSSCP

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%SCHD and SSCP

SCHD

SSCP

Schwab U.S. Dividend Equity ETF · $120BSMART Small Cap ETF · $14M

+20.0%3 years · per year$17,266 · […][…]

+10.2%5 years · per year$16,267 · […][…]

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

3.00%12-mo yield$300 · $0 on $10k0.00%

−6.9%Worst dropSmaller wins[…]

11.7%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · SSCP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.5%	new	new	new	new	[…]	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.5%	new	new	new	new	[…]	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SSCP

SCHD

Schwab U.S. Dividend Equity

$16,267

SSCP

SMART Small Cap

[…]

MeasureSCHDSSCP

Fee0.06%0.79%

Cost on $10k a year$6$79

Yield3.00%0.00%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.7%[…]

2–0measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, SSCP, VUG, VIG

Today

26.4%most shared, VUG and VIG

SCHDSSCPVUGVIG

SCHD—0.0%0.8%14.5%

SSCP0.0%—0.0%0.0%

VUG0.8%0.0%—26.4%

VIG14.5%0.0%26.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

VUG$42 − $3 = $39

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee