SIZE vs SCHD

ASIZE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common9.1%SIZE and SCHD

SIZE

SCHD

iShares MSCI USA Size Factor ETF · $441MSchwab U.S. Dividend Equity ETF · $123B

+20.0%3 years · per year$17,299 · $17,908+21.4%

+8.2%5 years · per year$14,800 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.34%12-mo yield$134 · $291 on $10k2.91%

−8.0%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · SCHD

0.4%KMB0.8%

0.3%BBY0.4%

0.3%ACN3.7%

0.2%AMGN4.1%

Held in common9.1%

End-of-day Nov 4, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs SCHD

SIZE

iShares MSCI USA Size Factor

$14,800

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSIZESCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.34%2.91%

5 years, per year+8.2%+11.0%

3 years, per year+20.0%+21.4%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y12.7%11.5%

6–0measures won
SCHD first

9.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SIZE, SCHD, VIG

Today

25.8%most shared, SIZE and VIG

SIZESCHDVIG

SIZE—9.1%25.8%

SCHD9.1%—14.5%

VIG25.8%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SIZE$134 − $15 = $119

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee