VDC vs SCHD

AVDC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VDC $15,254

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common19.8%VDC and SCHD

VDC

SCHD

Vanguard Consumer Staples ETF · $7.4BSchwab U.S. Dividend Equity ETF · $123B

+14.5%3 years · per year$14,996 · $17,908+21.4%

+8.8%5 years · per year$15,254 · $16,881+11.0%

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

1.95%12-mo yield$195 · $291 on $10k2.91%

−9.4%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · SCHD

9.9%PG4.3%

9.8%KO4.2%

4.3%PEP3.8%

3.9%MO3.0%

Held in common19.8%

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%	$122.9B
2	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B

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%	$122.9B
2	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B

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

VDC vs SCHD

VDC

Vanguard Consumer Staples

$15,254

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVDCSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.95%2.91%

5 years, per year+8.8%+11.0%

3 years, per year+14.5%+21.4%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.2%11.5%

6–0measures won
SCHD first

19.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VDC, SCHD

Today

19.8%most shared, VDC and SCHD

VDCSCHD

VDC—19.8%

SCHD19.8%—

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

VDC$195 − $9 = $186

KeptFee

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