SIZE vs SCHD

ASIZE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHD $16,267

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common9.3%SIZE and SCHD

SIZE

SCHD

iShares MSCI USA Size Factor ETF · $426MSchwab U.S. Dividend Equity ETF · $120B

+18.0%3 years · per year$16,431 · $17,266+20.0%

+7.1%5 years · per year$14,104 · $16,267+10.2%

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

1.39%12-mo yield$139 · $300 on $10k3.00%

−8.0%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · SCHD

0.4%KMB0.9%

0.3%BBY0.5%

0.3%ACN3.9%

0.3%BR0.5%

Held in common9.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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

SIZE vs SCHD

SIZE

iShares MSCI USA Size Factor

$14,104

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSIZESCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.39%3.00%

5 years, per year+7.1%+10.2%

3 years, per year+18.0%+20.0%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y13.2%11.7%

6–0measures won
SCHD first

9.3%

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: SIZE, SCHD, VTV

Today

43.4%most shared, SIZE and VTV

SIZESCHDVTV

SIZE—9.3%43.4%

SCHD9.3%—17.9%

VTV43.4%17.9%—

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

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

KeptFee

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