SFLO vs SCHD

ASFLO

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · SCHD $16,352

Lowest cost0.03%VUG · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.4%SFLO and SCHD

SFLO

SCHD

VictoryShares Small Cap Free Cash Flow ETF · $895MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.53%Expense ratio$53 · $6 on $10k · lower wins0.06%

0.73%12-mo yield$73 · $297 on $10k2.97%

−8.2%Worst dropSmaller wins−6.9%

17.2%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSFLO · SCHD

0.8%BAH0.2%

0.8%NXST0.1%

Held in common0.4%

End-of-day Nov 3, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ASFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk	0.53%	0.73%	−0.8%	+35.1%	+39.9%	new	new	−8.2%	$895M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ASFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk	0.53%	0.73%	−0.8%	+35.1%	+39.9%	new	new	−8.2%	$895M

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

Cards for this view

SFLO vs SCHD

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSFLOSCHD

Fee0.53%0.06%

Cost on $10k a year$53$6

Yield0.73%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y17.2%11.4%

4–0measures won
SCHD first

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SFLO, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

SFLOSCHDVUG

SFLO—0.4%0.0%

SCHD0.4%—0.8%

VUG0.0%0.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VUG$41 − $3 = $38

SFLO$73 − $53 = $20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee