SYLD vs SCHA

ASYLD

BSCHA

Measures won4–2SYLD wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SYLD $15,315

Lowest cost0.03%SCHA · $3 on $10k

Most income1.71%SYLD · $171 on $10k

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

Held in common3.9%SYLD and SCHA

SYLD

SCHA

Cambria Shareholder Yield ETF · $1.0BSchwab U.S. Small-Cap ETF · $22.4B

+15.6%3 years · per year$15,450 · $17,285+20.0%

+8.9%5 years · per year$15,315 · $13,171+5.7%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $115 on $10k1.15%

−6.9%Worst dropSmaller wins−11.2%

14.2%VolatilityLower wins19.1%

4–2SYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSYLD · SCHA

1.1%R0.3%

1.0%JXN0.2%

1.1%ANF0.2%

1.2%HRB0.2%

Held in common3.9%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASYLD	Cambria Shareholder Yield ETFRead Desk	0.59%	1.71%	−2.8%	+25.3%	+30.7%	+15.6%	+8.9%	−6.9%	$1.0B
3	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$22.4B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASYLD	Cambria Shareholder Yield ETFRead Desk	0.59%	1.71%	−2.8%	+25.3%	+30.7%	+15.6%	+8.9%	−6.9%	$1.0B
3	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$22.4B

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

Cards for this view

SYLD vs SCHA

SYLD

Cambria Shareholder Yield

$15,315

SCHA

Schwab U.S. Small-Cap

$13,171

MeasureSYLDSCHA

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield1.71%1.15%

5 years, per year+8.9%+5.7%

3 years, per year+15.6%+20.0%

Worst drop · 1Y−6.9%−11.2%

Volatility · 1Y14.2%19.1%

4–2measures won
SYLD first

3.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SYLD, SCHA, VUG

Today

3.9%most shared, SYLD and SCHA

SYLDSCHAVUG

SYLD—3.9%0.0%

SCHA3.9%—0.1%

VUG0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, SYLD

SYLD$171 − $59 = $112

SCHA$115 − $3 = $112

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee