SCHD vs SVAL

ASCHD

BSVAL

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWF $15,330

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.4%SCHD and SVAL

SCHD

SVAL

Schwab U.S. Dividend Equity ETF · $123BiShares US Small Cap Value Factor ETF · $165M

+20.3%3 years · per year$17,414 · $17,555+20.6%

+10.4%5 years · per year$16,375 · $14,959+8.4%

0.06%Expense ratio$6 · $20 on $10k · lower wins0.20%

2.98%12-mo yield$298 · $223 on $10k2.23%

−6.9%Worst dropSmaller wins−9.0%

11.7%VolatilityLower wins15.4%

5–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SVAL

0.1%MUR0.3%

0.1%KFY0.5%

0.1%BANR0.4%

0.0%SRCE0.5%

Held in common0.4%

End-of-day Nov 5, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

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

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

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

Cards for this view

SCHD vs SVAL

SCHD

Schwab U.S. Dividend Equity

$16,375

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureSCHDSVAL

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield2.98%2.23%

5 years, per year+10.4%+8.4%

3 years, per year+20.3%+20.6%

Worst drop · 1Y−6.9%−9.0%

Volatility · 1Y11.7%15.4%

5–1measures won
SCHD first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHD, SVAL, IWF

Today

3.6%most shared, SCHD and IWF

SCHDSVALIWF

SCHD—0.4%3.6%

SVAL0.4%—0.0%

IWF3.6%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SVAL$223 − $20 = $203

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee