VBK vs SCHD

AVBK

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VBK $11,893

Lowest cost0.05%VBK · $5 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.5%VBK and SCHD

VBK

SCHD

Vanguard Morningstar Small-Cap Growth ETF · $22.8BSchwab U.S. Dividend Equity ETF · $121B

+19.9%3 years · per year$17,239 · $17,908+21.4%

+3.5%5 years · per year$11,893 · $16,881+11.0%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

0.42%12-mo yield$42 · $291 on $10k2.91%

−11.4%Worst dropSmaller wins−6.9%

20.5%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · SCHD

0.2%ERIE0.2%

0.2%WSO0.3%

0.1%MC0.1%

0.1%CNS0.0%

Held in common0.5%

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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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

VBK vs SCHD

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVBKSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield0.42%2.91%

5 years, per year+3.5%+11.0%

3 years, per year+19.9%+21.4%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y20.5%11.5%

5–1measures won
SCHD first

0.5%

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: VBK, SCHD

Today

0.5%most shared, VBK and SCHD

VBKSCHD

VBK—0.5%

SCHD0.5%—

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

VBK$42 − $5 = $37

KeptFee

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