SVAL vs SCHD

ASVAL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · VIG $17,005

Lowest cost0.03%VTV · $3 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.4%SVAL and SCHD

SVAL

SCHD

iShares US Small Cap Value Factor ETF · $165MSchwab U.S. Dividend Equity ETF · $123B

+22.4%3 years · per year$18,358 · $17,908+21.4%

+9.7%5 years · per year$15,861 · $16,881+11.0%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

2.15%12-mo yield$215 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSVAL · SCHD

0.4%MUR0.1%

0.4%KFY0.1%

0.4%BANR0.1%

0.5%SRCE0.0%

Held in common0.4%

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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
4	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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
4	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

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

SVAL vs SCHD

SVAL

iShares US Small Cap Value Factor

$15,861

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSVALSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.15%2.91%

5 years, per year+9.7%+11.0%

3 years, per year+22.4%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y14.9%11.5%

5–1measures won
SCHD first

0.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: SVAL, SCHD, VIG, VTV

Today

51.5%most shared, VIG and VTV

SVALSCHDVIGVTV

SVAL—0.4%0.2%0.0%

SCHD0.4%—14.5%17.9%

VIG0.2%14.5%—51.5%

VTV0.0%17.9%51.5%—

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

SVAL$215 − $20 = $195

VTV$180 − $3 = $177

VIG$144 − $4 = $140

KeptFee

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