VCR vs SCHD

AVCR

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VCR $12,046

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common6.5%VCR and SCHD

VCR

SCHD

Vanguard Consumer Discretionary ETF · $5.6BSchwab U.S. Dividend Equity ETF · $120B

+15.7%3 years · per year$15,501 · $17,266+20.0%

+3.8%5 years · per year$12,046 · $16,267+10.2%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

0.77%12-mo yield$77 · $300 on $10k3.00%

−15.6%Worst dropSmaller wins−6.9%

19.8%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCR · SCHD

4.5%HD4.3%

0.8%F1.2%

0.4%DRI0.6%

0.4%BBY0.5%

Held in common6.5%

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	AVCR	Vanguard Consumer Discretionary ETFRead Desk		0.09%	0.77%	−0.1%	−0.1%	−0.8%	+15.7%	+3.8%	−15.6%	$5.6B

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	AVCR	Vanguard Consumer Discretionary ETFRead Desk		0.09%	0.77%	−0.1%	−0.1%	−0.8%	+15.7%	+3.8%	−15.6%	$5.6B

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

VCR vs SCHD

VCR

Vanguard Consumer Discretionary

$12,046

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVCRSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.77%3.00%

5 years, per year+3.8%+10.2%

3 years, per year+15.7%+20.0%

Worst drop · 1Y−15.6%−6.9%

Volatility · 1Y19.8%11.7%

6–0measures won
SCHD first

6.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VCR, SCHD

Today

6.5%most shared, VCR and SCHD

VCRSCHD

VCR—6.5%

SCHD6.5%—

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

VCR$77 − $9 = $68

KeptFee

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