SMLF vs SCHD

ASMLF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.6%SMLF and SCHD

SMLF

SCHD

iShares U.S. Small-Cap Equity Factor ETF · $4.1BSchwab U.S. Dividend Equity ETF · $120B

+21.0%3 years · per year$17,700 · $17,414+20.3%

+9.5%5 years · per year$15,777 · $16,375+10.4%

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

1.02%12-mo yield$102 · $298 on $10k2.98%

−8.7%Worst dropSmaller wins−6.9%

17.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · SCHD

0.4%EWBC0.4%

0.4%APA0.4%

0.2%ORI0.2%

0.2%WSO0.3%

Held in common2.6%

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

All Three

5Y3 funds

#
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%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.1B

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

All Three

5Y3 funds

#
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%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.1B

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

SMLF vs SCHD

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSMLFSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.02%2.98%

5 years, per year+9.5%+10.4%

3 years, per year+21.0%+20.3%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y17.4%11.7%

5–1measures won
SCHD first

2.6%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMLF, SCHD, VUG

Today

2.6%most shared, SMLF and SCHD

SMLFSCHDVUG

SMLF—2.6%0.3%

SCHD2.6%—0.8%

VUG0.3%0.8%—

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

SMLF$102 − $15 = $87

VUG$43 − $3 = $40

KeptFee

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