VDE vs SCHD

AVDE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,968VDE · SCHD $16,267

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 common14.7%VDE and SCHD

VDE

SCHD

Vanguard Energy ETF · $10.4BSchwab U.S. Dividend Equity ETF · $120B

+16.1%3 years · per year$15,665 · $17,266+20.0%

+20.1%5 years · per year$24,968 · $16,267+10.2%

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

2.38%12-mo yield$238 · $300 on $10k3.00%

−15.0%Worst dropSmaller wins−6.9%

23.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDE · SCHD

14.4%CVX4.0%

5.9%COP3.9%

2.8%EOG1.8%

2.8%SLB1.8%

Held in common14.7%

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	AVDE	Vanguard Energy ETFRead Desk		0.09%	2.38%	+0.1%	+38.6%	+42.7%	+16.1%	+20.1%	−15.0%	$10.4B
2	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

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	AVDE	Vanguard Energy ETFRead Desk		0.09%	2.38%	+0.1%	+38.6%	+42.7%	+16.1%	+20.1%	−15.0%	$10.4B
2	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

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

VDE vs SCHD

VDE

Vanguard Energy

$24,968

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVDESCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield2.38%3.00%

5 years, per year+20.1%+10.2%

3 years, per year+16.1%+20.0%

Worst drop · 1Y−15.0%−6.9%

Volatility · 1Y23.3%11.7%

5–1measures won
SCHD first

14.7%

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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

Overlap: VDE, SCHD

Today

14.7%most shared, VDE and SCHD

VDESCHD

VDE—14.7%

SCHD14.7%—

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

VDE$238 − $9 = $229

KeptFee

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