VLU vs SCHD

AVLU

BSCHD

Measures won4–2VLU wins · of 6 · 5Y

$10,000 · 5Y$18,477VLU · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common14.8%VLU and SCHD

VLU

SCHD

State Street SPDR S&P 1500 Value Tilt ETF · $788MSchwab U.S. Dividend Equity ETF · $121B

+24.0%3 years · per year$19,088 · $17,908+21.4%

+13.1%5 years · per year$18,477 · $16,881+11.0%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

1.58%12-mo yield$158 · $291 on $10k2.91%

−6.3%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.5%

4–2VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · SCHD

1.3%UNH4.0%

1.3%VZ3.5%

1.2%CVX4.2%

0.6%CMCSA2.0%

Held in common14.8%

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.58%	+1.9%	+20.7%	+24.5%	+24.0%	+13.1%	−6.3%	$788M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.58%	+1.9%	+20.7%	+24.5%	+24.0%	+13.1%	−6.3%	$788M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

VLU vs SCHD

VLU

SPDR S&P 1500 Value Tilt

$18,477

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVLUSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.58%2.91%

5 years, per year+13.1%+11.0%

3 years, per year+24.0%+21.4%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y10.4%11.5%

4–2measures won
VLU first

14.8%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VLU, SCHD

Today

14.8%most shared, VLU and SCHD

VLUSCHD

VLU—14.8%

SCHD14.8%—

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

VLU$158 − $12 = $146

KeptFee

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