VT vs SCHD

AVT

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VT $15,576

Lowest cost0.03%VEA · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common4.3%VT and SCHD

SCHD

Vanguard Total World Stock ETF · $81.8BSchwab U.S. Dividend Equity ETF · $123B

+21.0%3 years · per year$17,695 · $17,414+20.3%

+9.3%5 years · per year$15,576 · $16,375+10.4%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.59%12-mo yield$159 · $298 on $10k2.98%

−9.7%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · SCHD

0.3%CVX3.9%

0.3%MRK3.8%

0.3%PG4.4%

0.3%KO4.2%

Held in common4.3%

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 Four

5Y4 funds

#
1	BSCHD	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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

All Four

5Y4 funds

#
1	BSCHD	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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

VT vs SCHD

Vanguard Total World Stock

$15,576

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVTSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.59%2.98%

5 years, per year+9.3%+10.4%

3 years, per year+21.0%+20.3%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y14.7%11.7%

4–1measures won
SCHD first

4.3%

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

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, WCME, VT, VEA

Today

23.3%most shared, VT and VEA

SCHDWCMEVTVEA

SCHD—0.0%4.3%0.0%

WCME0.0%—4.2%6.2%

VT4.3%4.2%—23.3%

VEA0.0%6.2%23.3%—

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

VEA$250 − $3 = $247

VT$159 − $6 = $153

WCME$40 − $95 = −$55

KeptFee

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