USVM vs SCHD

AUSVM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · USVM $16,409

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 common1.3%USVM and SCHD

USVM

SCHD

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BSchwab U.S. Dividend Equity ETF · $121B

+22.9%3 years · per year$18,581 · $17,908+21.4%

+10.4%5 years · per year$16,409 · $16,881+11.0%

0.22%Expense ratio$22 · $6 on $10k · lower wins0.06%

1.86%12-mo yield$186 · $291 on $10k2.91%

−8.4%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · SCHD

0.3%APA0.4%

0.5%ORI0.2%

0.3%M0.1%

0.5%MSM0.1%

Held in common1.3%

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	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.86%	+0.9%	+19.4%	+23.0%	+22.9%	+10.4%	−8.4%	$1.9B

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	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.86%	+0.9%	+19.4%	+23.0%	+22.9%	+10.4%	−8.4%	$1.9B

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

USVM vs SCHD

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUSVMSCHD

Fee0.22%0.06%

Cost on $10k a year$22$6

Yield1.86%2.91%

5 years, per year+10.4%+11.0%

3 years, per year+22.9%+21.4%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y13.8%11.5%

5–1measures won
SCHD first

1.3%

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: USVM, SCHD

Today

1.3%most shared, USVM and SCHD

USVMSCHD

USVM—1.3%

SCHD1.3%—

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

USVM$186 − $22 = $164

KeptFee

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