VHT vs SCHD

AVHT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.7%VYM · 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

+16.5%3 years · per year$15,815 · $17,414+20.3%

+7.4%5 years · per year$14,317 · $16,375+10.4%

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

1.35%12-mo yield$135 · $298 on $10k2.98%

−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%AMGN4.2%

2.4%ABT4.0%

Held in common15.1%

End-of-day Nov 5, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B

End-of-day Nov 5, 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

$14,317

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVHTSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.35%2.98%

5 years, per year+7.4%+10.4%

3 years, per year+16.5%+20.3%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y16.3%11.7%

6–0measures won
SCHD first

15.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VHT, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

VHTSCHDVYM

VHT—15.1%13.9%

SCHD15.1%—21.9%

VYM13.9%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

VHT$135 − $9 = $126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee