SCHD vs VUG

ASCHD

BVUG

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

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 common0.8%SCHD and VUG

SCHD

VUG

Schwab U.S. Dividend Equity ETF · $120BVanguard Morningstar Growth ETF · $233B

+20.0%3 years · per year$17,266 · $18,415+22.6%

+10.2%5 years · per year$16,267 · $16,124+10.0%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

3.00%12-mo yield$300 · $42 on $10k0.42%

−6.9%Worst dropSmaller wins−15.1%

11.7%VolatilityLower wins19.0%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · VUG

4.3%TXN0.4%

1.4%FAST0.2%

2.1%BX0.1%

0.7%ARES0.1%

Held in common0.8%

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

Both

5Y2 funds

#			Trend
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

SCHD

Schwab U.S. Dividend Equity

$16,267

VUG

Vanguard Morningstar Growth

$16,124

MeasureSCHDVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield3.00%0.42%

5 years, per year+10.2%+10.0%

3 years, per year+20.0%+22.6%

Worst drop · 1Y−6.9%−15.1%

Volatility · 1Y11.7%19.0%

4–2measures won
SCHD first

0.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

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, VUG

Today

0.8%most shared, SCHD and VUG

SCHDVUG

SCHD—0.8%

VUG0.8%—

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

VUG$42 − $3 = $39

KeptFee

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