SCHV vs SCHD

ASCHV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SCHV $16,047

Lowest cost0.04%SCHV · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common17.5%SCHV and SCHD

SCHV

SCHD

Schwab U.S. Large-Cap Value ETF · $15.4BSchwab U.S. Dividend Equity ETF · $120B

+20.2%3 years · per year$17,361 · $17,266+20.0%

+9.9%5 years · per year$16,047 · $16,267+10.2%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.85%12-mo yield$185 · $300 on $10k3.00%

−6.9%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHV · SCHD

1.4%CVX4.0%

1.3%PG4.5%

1.2%KO4.3%

1.2%MRK3.8%

Held in common17.5%

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	BSCHD	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	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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	BSCHD	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	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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

SCHV vs SCHD

SCHV

Schwab U.S. Large-Cap Value

$16,047

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSCHVSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.85%3.00%

5 years, per year+9.9%+10.2%

3 years, per year+20.2%+20.0%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.8%11.7%

3–2measures won
SCHD first

17.5%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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: SCHV, SCHD

Today

17.5%most shared, SCHV and SCHD

SCHVSCHD

SCHV—17.5%

SCHD17.5%—

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

SCHV$185 − $4 = $181

KeptFee

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