VB vs SCHD

AVB

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.03%VB · $3 on $10k

Most income2.98%SCHD · $298 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 · $123B

+18.5%3 years · per year$16,641 · $17,414+20.3%

+5.9%5 years · per year$13,310 · $16,375+10.4%

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

1.28%12-mo yield$129 · $298 on $10k2.98%

−9.0%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · SCHD

0.2%BBY0.5%

0.2%EWBC0.4%

0.2%DINO0.4%

0.2%APA0.4%

Held in common2.8%

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

All Three

5Y3 funds

#
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

All Three

5Y3 funds

#
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

VB vs SCHD

Vanguard Morningstar Small-Cap

$13,310

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVBSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.28%2.98%

5 years, per year+5.9%+10.4%

3 years, per year+18.5%+20.3%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y16.2%11.7%

5–1measures won
SCHD first

2.8%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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

Overlap: VB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

VBSCHDVIG

VB—2.8%5.7%

SCHD2.8%—14.5%

VIG5.7%14.5%—

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

VIG$149 − $4 = $145

VB$129 − $3 = $126

KeptFee

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