SPUS vs SCHD

ASPUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,269SPUS · VTV $17,585

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 common7.6%SPUS and SCHD

SPUS

SCHD

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.2BSchwab U.S. Dividend Equity ETF · $120B

+23.2%3 years · per year$18,711 · $17,266+20.0%

+12.8%5 years · per year$18,269 · $16,267+10.2%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.55%12-mo yield$55 · $300 on $10k3.00%

−10.7%Worst dropSmaller wins−6.9%

17.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPUS · SCHD

1.1%PG4.5%

1.0%MRK3.8%

1.0%HD4.3%

0.7%TXN4.3%

Held in common7.6%

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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.55%	+0.6%	+9.6%	+9.8%	+23.2%	+12.8%	−10.7%	$3.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.55%	+0.6%	+9.6%	+9.8%	+23.2%	+12.8%	−10.7%	$3.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

SPUS vs SCHD

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$18,269

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPUSSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.55%3.00%

5 years, per year+12.8%+10.2%

3 years, per year+23.2%+20.0%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y17.0%11.7%

4–2measures won
SCHD first

7.6%

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: SPUS, SCHD, VTV

Today

31.3%most shared, SPUS and VTV

SPUSSCHDVTV

SPUS—7.6%31.3%

SCHD7.6%—17.9%

VTV31.3%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

SPUS$55 − $45 = $10

KeptFee

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