SPVM vs SCHD

ASPVM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,427SPVM · SCHD $16,881

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 common12.1%SPVM and SCHD

SPVM

SCHD

Invesco S&P 500 Value with Momentum ETF · $142MSchwab U.S. Dividend Equity ETF · $123B

+22.1%3 years · per year$18,214 · $17,908+21.4%

+11.7%5 years · per year$17,427 · $16,881+11.0%

0.44%Expense ratio$44 · $6 on $10k · lower wins0.06%

1.79%12-mo yield$179 · $291 on $10k2.91%

−7.3%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · SCHD

1.4%TGT1.7%

1.1%DVN1.2%

1.1%VZ3.5%

0.9%EOG1.9%

Held in common12.1%

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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$142M
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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$142M
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

SPVM vs SCHD

SPVM

Invesco S&P 500 Value with Momentum

$17,427

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPVMSCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield1.79%2.91%

5 years, per year+11.7%+11.0%

3 years, per year+22.1%+21.4%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y10.8%11.5%

3–3measures won
level

12.1%

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: SPVM, SCHD

Today

12.1%most shared, SPVM and SCHD

SPVMSCHD

SPVM—12.1%

SCHD12.1%—

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

SPVM$179 − $44 = $135

KeptFee

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