TVAL vs SCHD

ATVAL

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common8.1%TVAL and SCHD

TVAL

SCHD

T. Rowe Price Value ETF · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+22.6%3 years · per year$18,435 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

0.94%12-mo yield$94 · $298 on $10k2.98%

−7.2%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTVAL · SCHD

1.8%PG4.4%

1.8%COP3.8%

1.2%MRK3.8%

0.7%CVX3.9%

Held in common8.1%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

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

TVAL vs SCHD

TVAL

T. Rowe Price Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTVALSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield0.94%2.98%

5 years, per year[…]+10.4%

3 years, per year+22.6%+20.3%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y11.2%11.7%

3–2measures won
SCHD first

8.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TVAL, SCHD

Today

8.1%most shared, TVAL and SCHD

TVALSCHD

TVAL—8.1%

SCHD8.1%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

TVAL$94 − $33 = $61

KeptFee

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