VLUE vs SCHD

AVLUE

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,140VLUE · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common15.7%VLUE and SCHD

VLUE

SCHD

iShares MSCI USA Value Factor ETF · $9.4BSchwab U.S. Dividend Equity ETF · $121B

+34.0%3 years · per year$24,054 · $17,784+21.2%

+16.2%5 years · per year$21,140 · $16,352+10.3%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.61%12-mo yield$161 · $297 on $10k2.97%

−9.0%Worst dropSmaller wins−6.9%

20.6%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · SCHD

2.8%VZ3.5%

1.7%CMCSA2.0%

1.6%QCOM3.7%

1.5%ACN3.8%

Held in common15.7%

End-of-day Nov 3, 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	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.61%	+0.1%	+42.7%	+50.5%	+34.0%	+16.2%	−9.0%	$9.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.61%	+0.1%	+42.7%	+50.5%	+34.0%	+16.2%	−9.0%	$9.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

VLUE vs SCHD

VLUE

iShares MSCI USA Value Factor

$21,140

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureVLUESCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.61%2.97%

5 years, per year+16.2%+10.3%

3 years, per year+34.0%+21.2%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y20.6%11.4%

4–2measures won
SCHD first

15.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VLUE, SCHD

Today

15.7%most shared, VLUE and SCHD

VLUESCHD

VLUE—15.7%

SCHD15.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VLUE$161 − $15 = $146

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee