VBR vs SCHD

AVBR

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VBR $15,197

Lowest cost0.05%VBR · $5 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.7%VBR and SCHD

VBR

SCHD

Vanguard Morningstar Small-Cap Value ETF · $35.1BSchwab U.S. Dividend Equity ETF · $120B

+19.0%3 years · per year$16,848 · $17,266+20.0%

+8.7%5 years · per year$15,197 · $16,267+10.2%

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

1.83%12-mo yield$183 · $300 on $10k3.00%

−8.9%Worst dropSmaller wins−6.9%

14.2%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · SCHD

0.4%BBY0.5%

0.4%EWBC0.4%

0.4%DINO0.4%

0.3%APA0.4%

Held in common4.7%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBR vs SCHD

VBR

Vanguard Morningstar Small-Cap Value

$15,197

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVBRSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.83%3.00%

5 years, per year+8.7%+10.2%

3 years, per year+19.0%+20.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y14.2%11.7%

5–1measures won
SCHD first

4.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VBR, SCHD

Today

4.7%most shared, VBR and SCHD

VBRSCHD

VBR—4.7%

SCHD4.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VBR$183 − $5 = $178

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee