VO vs SCHD

AVO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common6.9%VO and SCHD

SCHD

Vanguard Morningstar Mid-Cap ETF · $103BSchwab U.S. Dividend Equity ETF · $122B

+18.8%3 years · per year$16,763 · $17,123+19.6%

+6.8%5 years · per year$13,867 · $16,459+10.5%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $296 on $10k2.96%

−8.2%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · SCHD

0.7%SLB1.8%

0.7%TGT1.7%

0.6%FAST1.5%

0.5%OKE1.3%

Held in common6.9%

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	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
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

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	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
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

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

VO vs SCHD

Vanguard Morningstar Mid-Cap

$13,867

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureVOSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.35%2.96%

5 years, per year+6.8%+10.5%

3 years, per year+18.8%+19.6%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y13.1%11.8%

5–1measures won
SCHD first

6.9%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLT, SCHD, VO

Today

6.9%most shared, SCHD and VO

SQLTSCHDVO

SQLT—2.7%0.0%

SCHD2.7%—6.9%

VO0.0%6.9%—

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

VO$135 − $3 = $132

SQLT$48 − $20 = $28

KeptFee

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