VAMO vs SCHD

AVAMO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.7%VAMO · worst fall in 1Y

Held in common2.5%VAMO and SCHD

VAMO

SCHD

Cambria Value and Momentum ETF · $88MSchwab U.S. Dividend Equity ETF · $121B

+12.5%3 years · per year$14,234 · $17,784+21.2%

+8.5%5 years · per year$15,031 · $16,352+10.3%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.66%12-mo yield$66 · $297 on $10k2.97%

−6.7%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVAMO · SCHD

1.6%DVN1.3%

1.5%DINO0.4%

1.7%APA0.4%

1.6%ORI0.2%

Held in common2.5%

End-of-day Nov 3, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AVAMO	Cambria Value and Momentum ETFRead Desk	0.65%	0.66%	−0.4%	+5.9%	+10.7%	+12.5%	+8.5%	−6.7%	$88M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AVAMO	Cambria Value and Momentum ETFRead Desk	0.65%	0.66%	−0.4%	+5.9%	+10.7%	+12.5%	+8.5%	−6.7%	$88M

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

Cards for this view

VAMO vs SCHD

VAMO

Cambria Value and Momentum

$15,031

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureVAMOSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.66%2.97%

5 years, per year+8.5%+10.3%

3 years, per year+12.5%+21.2%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.4%11.4%

4–2measures won
SCHD first

2.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VAMO, SCHD, IWF

Today

3.5%most shared, SCHD and IWF

VAMOSCHDIWF

VAMO—2.5%0.8%

SCHD2.5%—3.5%

IWF0.8%3.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IWF$37 − $18 = $19

VAMO$66 − $65 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee