VHT vs SCHD

AVHT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · 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 common15.1%VHT and SCHD

VHT

SCHD

Vanguard Health Care ETF · $19.1BSchwab U.S. Dividend Equity ETF · $120B

+16.4%3 years · per year$15,781 · $17,266+20.0%

+7.3%5 years · per year$14,205 · $16,267+10.2%

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

1.35%12-mo yield$135 · $300 on $10k3.00%

−10.4%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVHT · SCHD

4.7%UNH3.9%

5.0%MRK3.8%

3.2%AMGN4.1%

2.4%ABT4.0%

Held in common15.1%

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
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
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
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
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B

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

VHT vs SCHD

VHT

Vanguard Health Care

$14,205

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVHTSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.35%3.00%

5 years, per year+7.3%+10.2%

3 years, per year+16.4%+20.0%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y16.3%11.7%

6–0measures won
SCHD first

15.1%

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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: VHT, SCHD, VGT

Today

15.1%most shared, VHT and SCHD

VHTSCHDVGT

VHT—15.1%0.0%

SCHD15.1%—2.2%

VGT0.0%2.2%—

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

VHT$135 − $9 = $126

VGT$44 − $9 = $35

KeptFee

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