SCHD vs VIG

ASCHD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common14.5%SCHD and VIG

SCHD

VIG

Schwab U.S. Dividend Equity ETF · $122BVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,123 · $16,775+18.8%

+10.5%5 years · per year$16,459 · $16,638+10.7%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

2.96%12-mo yield$296 · $146 on $10k1.46%

−6.9%Worst dropSmaller wins−7.9%

11.8%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · VIG

3.8%MRK1.6%

4.4%PG1.5%

4.3%KO1.5%

3.9%UNH1.5%

Held in common14.5%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ASCHD	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
4	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ASCHD	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
4	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M

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

SCHD vs VIG

SCHD

Schwab U.S. Dividend Equity

$16,459

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSCHDVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield2.96%1.46%

5 years, per year+10.5%+10.7%

3 years, per year+19.6%+18.8%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.8%11.0%

3–3measures won
level

14.5%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: VIG, WCBR, SCHD, SMH

Today

14.5%most shared, VIG and SCHD

VIGWCBRSCHDSMH

VIG—0.0%14.5%10.3%

WCBR0.0%—0.0%0.0%

SCHD14.5%0.0%—8.2%

SMH10.3%0.0%8.2%—

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

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

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