SPVM vs SCHD

ASPVM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,049SPVM · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common11.9%SPVM and SCHD

SPVM

SCHD

Invesco S&P 500 Value with Momentum ETF · $141MSchwab U.S. Dividend Equity ETF · $122B

+20.5%3 years · per year$17,516 · $17,123+19.6%

+11.3%5 years · per year$17,049 · $16,459+10.5%

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

1.81%12-mo yield$181 · $296 on $10k2.96%

−7.3%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPVM · SCHD

1.5%TGT1.7%

1.1%VZ3.6%

1.0%DVN1.1%

0.9%FITB1.2%

Held in common11.9%

End-of-day Nov 9, 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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.81%	+1.9%	+16.8%	+23.2%	+20.5%	+11.3%	−7.3%	$141M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.81%	+1.9%	+16.8%	+23.2%	+20.5%	+11.3%	−7.3%	$141M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 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

$17,049

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSPVMSCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield1.81%2.96%

5 years, per year+11.3%+10.5%

3 years, per year+20.5%+19.6%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y11.2%11.8%

3–3measures won
level

11.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPVM, SCHD, IWF

Today

11.9%most shared, SPVM and SCHD

SPVMSCHDIWF

SPVM—11.9%1.0%

SCHD11.9%—3.6%

IWF1.0%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SPVM$181 − $44 = $137

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee