VB vs SCHD

AVB

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.8%VB and SCHD

SCHD

Vanguard Morningstar Small-Cap ETF · $76.9BSchwab U.S. Dividend Equity ETF · $121B

+20.5%3 years · per year$17,489 · $17,908+21.4%

+7.1%5 years · per year$14,105 · $16,881+11.0%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.23%12-mo yield$123 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · SCHD

0.2%BBY0.4%

0.2%EWBC0.4%

0.2%DINO0.4%

0.2%APA0.4%

Held in common2.8%

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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

VB vs SCHD

Vanguard Morningstar Small-Cap

$14,105

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVBSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.23%2.91%

5 years, per year+7.1%+11.0%

3 years, per year+20.5%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y15.7%11.5%

5–1measures won
SCHD first

2.8%

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

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

Overlap: VB, SCHD

Today

2.8%most shared, VB and SCHD

VBSCHD

VB—2.8%

SCHD2.8%—

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

VB$123 − $3 = $120

KeptFee

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