SPDV vs SCHD

ASPDV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,982SPDV · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.18%SPDV · $318 on $10k

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

Held in common25.0%SPDV and SCHD

SPDV

SCHD

AAM S&P 500 High Dividend Value ETF · $108MSchwab U.S. Dividend Equity ETF · $123B

+22.6%3 years · per year$18,406 · $17,908+21.4%

+11.2%5 years · per year$16,982 · $16,881+11.0%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

3.18%12-mo yield$318 · $291 on $10k2.91%

−7.3%Worst dropSmaller wins−6.9%

12.3%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPDV · SCHD

3.3%ACN3.7%

2.2%ADP2.8%

1.9%MO3.0%

1.8%BMY3.0%

Held in common25.0%

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	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.18%	+1.6%	+25.1%	+28.9%	+22.6%	+11.2%	−7.3%	$108M
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

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	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.18%	+1.6%	+25.1%	+28.9%	+22.6%	+11.2%	−7.3%	$108M
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

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

SPDV vs SCHD

SPDV

AAM S&P 500 High Dividend Value

$16,982

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPDVSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield3.18%2.91%

5 years, per year+11.2%+11.0%

3 years, per year+22.6%+21.4%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y12.3%11.5%

3–3measures won
level

25.0%

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: SPDV, SCHD

Today

25.0%most shared, SPDV and SCHD

SPDVSCHD

SPDV—25.0%

SCHD25.0%—

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

Income After Fees on $10,000

$289most kept, SPDV

SPDV$318 − $29 = $289

SCHD$291 − $6 = $285

KeptFee

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