SPVM vs SCHD

ASPVM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,869SPVM · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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 · $120B

+20.4%3 years · per year$17,470 · $17,266+20.0%

+11.0%5 years · per year$16,869 · $16,267+10.2%

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

1.84%12-mo yield$184 · $300 on $10k3.00%

−7.3%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.7%

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 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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$141M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$141M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

SPVM vs SCHD

SPVM

Invesco S&P 500 Value with Momentum

$16,870

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPVMSCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield1.84%3.00%

5 years, per year+11.0%+10.2%

3 years, per year+20.4%+20.0%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y11.1%11.7%

3–3measures won
level

11.9%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPVM, SCHD, VUG

Today

11.9%most shared, SPVM and SCHD

SPVMSCHDVUG

SPVM—11.9%0.0%

SCHD11.9%—0.8%

VUG0.0%0.8%—

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

SPVM$184 − $44 = $140

VUG$42 − $3 = $39

KeptFee

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