SMLV vs SCHD

ASMLV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SMLV $15,939

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common1.0%SMLV and SCHD

SMLV

SCHD

State Street SPDR US Small Cap Low Volatility Index ETF · $262MSchwab U.S. Dividend Equity ETF · $123B

+22.5%3 years · per year$18,397 · $17,908+21.4%

+9.8%5 years · per year$15,939 · $16,881+11.0%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

2.27%12-mo yield$227 · $291 on $10k2.91%

−7.3%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLV · SCHD

0.5%MSM0.1%

0.4%MTN0.1%

0.4%FHI0.1%

0.3%RHI0.1%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
1	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
2	ASMLV	State Street SPDR US Small Cap Low Volatility Index ETFRead Desk		0.12%	2.27%	+2.2%	+24.3%	+30.0%	+22.5%	+9.8%	−7.3%	$262M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASMLV	State Street SPDR US Small Cap Low Volatility Index ETFRead Desk		0.12%	2.27%	+2.2%	+24.3%	+30.0%	+22.5%	+9.8%	−7.3%	$262M

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

SMLV vs SCHD

SMLV

SPDR US Small Cap Low Volatility Index

$15,939

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSMLVSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield2.27%2.91%

5 years, per year+9.8%+11.0%

3 years, per year+22.5%+21.4%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y13.3%11.5%

5–1measures won
SCHD first

1.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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: SMLV, SCHD

Today

1.0%most shared, SMLV and SCHD

SMLVSCHD

SMLV—1.0%

SCHD1.0%—

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

SMLV$227 − $12 = $215

KeptFee

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