VFH vs SCHD

AVFH

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VFH $16,079

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 common4.2%VFH and SCHD

VFH

SCHD

Vanguard Financials ETF · $12.7BSchwab U.S. Dividend Equity ETF · $123B

+25.2%3 years · per year$19,620 · $17,908+21.4%

+10.0%5 years · per year$16,079 · $16,881+11.0%

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

1.64%12-mo yield$164 · $291 on $10k2.91%

−14.7%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · SCHD

1.0%BX2.1%

0.5%FITB1.2%

0.3%CINF0.7%

0.3%ARES0.7%

Held in common4.2%

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	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

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	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

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

VFH vs SCHD

VFH

Vanguard Financials

$16,079

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVFHSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.64%2.91%

5 years, per year+10.0%+11.0%

3 years, per year+25.2%+21.4%

Worst drop · 1Y−14.7%−6.9%

Volatility · 1Y15.1%11.5%

5–1measures won
SCHD first

4.2%

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: VFH, SCHD

Today

4.2%most shared, VFH and SCHD

VFHSCHD

VFH—4.2%

SCHD4.2%—

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

VFH$164 − $9 = $155

KeptFee

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