SVAL vs SCHD

ASVAL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHD $16,267

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 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 · $158MSchwab U.S. Dividend Equity ETF · $120B

+20.1%3 years · per year$17,331 · $17,266+20.0%

+8.2%5 years · per year$14,844 · $16,267+10.2%

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

2.25%12-mo yield$225 · $300 on $10k3.00%

−9.0%Worst dropSmaller wins−6.9%

15.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · SCHD

0.3%MUR0.1%

0.5%KFY0.1%

0.4%BANR0.1%

0.5%SRCE0.0%

Held in common0.4%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M

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

SVAL vs SCHD

SVAL

iShares US Small Cap Value Factor

$14,844

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSVALSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.25%3.00%

5 years, per year+8.2%+10.2%

3 years, per year+20.1%+20.0%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y15.4%11.7%

5–1measures won
SCHD first

0.4%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SVAL, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

SVALSCHDVTV

SVAL—0.4%0.0%

SCHD0.4%—17.9%

VTV0.0%17.9%—

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

SVAL$225 − $20 = $205

VTV$187 − $3 = $184

KeptFee

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