SHOC vs SCHD

ASHOC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common6.7%SHOC and SCHD

SHOC

SCHD

Strive U.S. Semiconductor ETF · $185MSchwab U.S. Dividend Equity ETF · $122B

+41.2%3 years · per year$28,151 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

0.15%12-mo yield$15 · $296 on $10k2.96%

−35.3%Worst dropSmaller wins−6.9%

44.9%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSHOC · SCHD

7.1%TXN4.3%

2.4%QCOM3.9%

Held in common6.7%

End-of-day Nov 9, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+5.7%	+28.6%	+31.0%	+41.2%	new	−35.3%	$185M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+5.7%	+28.6%	+31.0%	+41.2%	new	−35.3%	$185M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHOC vs SCHD

SHOC

Strive U.S. Semiconductor

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSHOCSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.15%2.96%

5 years, per year[…]+10.5%

3 years, per year+41.2%+19.6%

Worst drop · 1Y−35.3%−6.9%

Volatility · 1Y44.9%11.8%

4–1measures won
SCHD first

6.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SHOC, SCHD, VIG, SMH

Today

66.8%most shared, SHOC and SMH

SHOCSCHDVIGSMH

SHOC—6.7%10.6%66.8%

SCHD6.7%—14.5%8.2%

VIG10.6%14.5%—10.3%

SMH66.8%8.2%10.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

SHOC$15 − $40 = −$25

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee