TDVG vs SCHD

ATDVG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · TDVG $16,313

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common9.5%TDVG and SCHD

TDVG

SCHD

T. Rowe Price Dividend Growth ETF · $1.3BSchwab U.S. Dividend Equity ETF · $121B

+19.4%3 years · per year$17,032 · $17,908+21.4%

+10.3%5 years · per year$16,313 · $16,881+11.0%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.94%12-mo yield$94 · $291 on $10k2.91%

−7.2%Worst dropSmaller wins−6.9%

9.8%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVG · SCHD

1.7%UNH4.0%

1.6%KO4.2%

1.3%COP4.1%

1.1%HD4.1%

Held in common9.5%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.94%	+2.1%	+16.1%	+19.2%	+19.4%	+10.3%	−7.2%	$1.3B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.94%	+2.1%	+16.1%	+19.2%	+19.4%	+10.3%	−7.2%	$1.3B

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

TDVG vs SCHD

TDVG

T. Rowe Price Dividend Growth

$16,313

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTDVGSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.94%2.91%

5 years, per year+10.3%+11.0%

3 years, per year+19.4%+21.4%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y9.8%11.5%

5–1measures won
SCHD first

9.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TDVG, SCHD

Today

9.5%most shared, TDVG and SCHD

TDVGSCHD

TDVG—9.5%

SCHD9.5%—

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

TDVG$94 − $50 = $44

KeptFee

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