VEGN vs SCHD

AVEGN

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,130VEGN · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common9.5%VEGN and SCHD

VEGN

SCHD

US Vegan Climate ETF · $165MSchwab U.S. Dividend Equity ETF · $122B

+24.0%3 years · per year$19,057 · $17,123+19.6%

+11.4%5 years · per year$17,130 · $16,459+10.5%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.61%12-mo yield$61 · $296 on $10k2.96%

−17.4%Worst dropSmaller wins−6.9%

23.1%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVEGN · SCHD

2.8%UNH3.9%

2.2%TXN4.3%

1.8%VZ3.6%

0.6%ACN3.8%

Held in common9.5%

End-of-day Nov 9, 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	AVEGN	US Vegan Climate ETFRead Desk		0.60%	0.61%	+3.9%	+17.4%	+19.7%	+24.0%	+11.4%	−17.4%	$165M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVEGN	US Vegan Climate ETFRead Desk		0.60%	0.61%	+3.9%	+17.4%	+19.7%	+24.0%	+11.4%	−17.4%	$165M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VEGN vs SCHD

VEGN

US Vegan Climate

$17,131

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureVEGNSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.61%2.96%

5 years, per year+11.4%+10.5%

3 years, per year+24.0%+19.6%

Worst drop · 1Y−17.4%−6.9%

Volatility · 1Y23.1%11.8%

4–2measures won
SCHD first

9.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VEGN, SCHD

Today

9.5%most shared, VEGN and SCHD

VEGNSCHD

VEGN—9.5%

SCHD9.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VEGN$61 − $60 = $1

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee