USXF vs SCHD

AUSXF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,447USXF · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.3%USXF and SCHD

USXF

SCHD

iShares ESG Advanced MSCI USA ETF · $1.3BSchwab U.S. Dividend Equity ETF · $120B

+23.4%3 years · per year$18,785 · $17,123+19.6%

+11.8%5 years · per year$17,447 · $16,459+10.5%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

0.90%12-mo yield$90 · $296 on $10k2.96%

−12.9%Worst dropSmaller wins−6.9%

20.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSXF · SCHD

1.5%HD4.3%

1.1%TXN4.3%

0.8%VZ3.6%

0.8%QCOM3.9%

Held in common8.3%

End-of-day Nov 9, 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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.90%	+3.0%	+11.3%	+12.8%	+23.4%	+11.8%	−12.9%	$1.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.90%	+3.0%	+11.3%	+12.8%	+23.4%	+11.8%	−12.9%	$1.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USXF vs SCHD

USXF

iShares ESG Advanced MSCI USA

$17,447

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureUSXFSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield0.90%2.96%

5 years, per year+11.8%+10.5%

3 years, per year+23.4%+19.6%

Worst drop · 1Y−12.9%−6.9%

Volatility · 1Y20.8%11.8%

4–2measures won
SCHD first

8.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: USXF, SCHD, VUG

Today

40.0%most shared, USXF and VUG

USXFSCHDVUG

USXF—8.3%40.0%

SCHD8.3%—0.8%

VUG40.0%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

USXF$90 − $10 = $80

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee