SMDV vs SCHD

ASMDV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SMDV $13,316

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.4%SMDV and SCHD

SMDV

SCHD

ProShares S&P SmallCap 600 Dividend Aristocrats ETF · $681MSchwab U.S. Dividend Equity ETF · $123B

+14.4%3 years · per year$14,980 · $17,414+20.3%

+5.9%5 years · per year$13,316 · $16,375+10.4%

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

2.33%12-mo yield$233 · $298 on $10k2.98%

−9.8%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDV · SCHD

1.8%RHI0.1%

1.5%CNS0.0%

1.4%CHCO0.0%

1.4%NSP0.0%

Held in common0.4%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.33%	−2.0%	+15.3%	+17.9%	+14.4%	+5.9%	−9.8%	$681M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.33%	−2.0%	+15.3%	+17.9%	+14.4%	+5.9%	−9.8%	$681M

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

Cards for this view

SMDV vs SCHD

SMDV

ProShares S&P SmallCap 600 Dividend Aristocrats

$13,316

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSMDVSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield2.33%2.98%

5 years, per year+5.9%+10.4%

3 years, per year+14.4%+20.3%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y14.3%11.7%

6–0measures won
SCHD first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMDV, SCHD

Today

0.4%most shared, SMDV and SCHD

SMDVSCHD

SMDV—0.4%

SCHD0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMDV$233 − $40 = $193

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee