SCHR vs SCHD

ASCHR

BSCHD

Measures won4–2SCHR wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.03%SCHR · $3 on $10k

Most income4.02%SCHR · $402 on $10k

Smallest drop−4.5%SCHR · worst fall in 1Y

Held in common0.0%SCHR and SCHD

SCHR

SCHD

Schwab Intermediate-Term U.S. Treasury ETF · $13.7BSchwab U.S. Dividend Equity ETF · $120B

+4.4%3 years · per year$11,385 · $17,266+20.0%

+0.2%5 years · per year$10,117 · $16,267+10.2%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

4.02%12-mo yield$402 · $300 on $10k3.00%

−4.5%Worst dropSmaller wins−6.9%

3.6%VolatilityLower wins11.7%

4–2SCHR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHR · SCHD

0.4%GVMXX0.0%

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 Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk	0.03%	4.02%	−0.1%	−0.4%	+0.4%	+4.4%	+0.2%	−4.5%	$13.7B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk	0.03%	4.02%	−0.1%	−0.4%	+0.4%	+4.4%	+0.2%	−4.5%	$13.7B

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

SCHR vs SCHD

SCHR

Schwab Intermediate-Term U.S. Treasury

$10,117

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSCHRSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield4.02%3.00%

5 years, per year+0.2%+10.2%

3 years, per year+4.4%+20.0%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y3.6%11.7%

4–2measures won
SCHR first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHR, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SCHRSCHDVIG

SCHR—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

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

Income After Fees on $10,000

$399most kept, SCHR

SCHR$402 − $3 = $399

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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