VLU vs SCHD

AVLU

BSCHD

Measures won4–2VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common14.9%VLU and SCHD

VLU

SCHD

State Street SPDR S&P 1500 Value Tilt ETF · $801MSchwab U.S. Dividend Equity ETF · $120B

+22.0%3 years · per year$18,179 · $17,266+20.0%

+12.1%5 years · per year$17,711 · $16,267+10.2%

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

1.64%12-mo yield$164 · $300 on $10k3.00%

−6.3%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

4–2VLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVLU · SCHD

1.3%VZ3.6%

1.3%UNH3.9%

1.1%CVX4.0%

0.6%CMCSA2.1%

Held in common14.9%

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$801M
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%	$120.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$801M
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%	$120.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

VLU vs SCHD

VLU

SPDR S&P 1500 Value Tilt

$17,711

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVLUSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.64%3.00%

5 years, per year+12.1%+10.2%

3 years, per year+22.0%+20.0%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y10.8%11.7%

4–2measures won
VLU first

14.9%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

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: VLU, SCHD, VUG

Today

21.4%most shared, VLU and VUG

VLUSCHDVUG

VLU—14.9%21.4%

SCHD14.9%—0.8%

VUG21.4%0.8%—

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

VLU$164 − $12 = $152

VUG$42 − $3 = $39

KeptFee

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