VOOG vs SCHD

AVOOG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,823VOOG · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.8%VOOG and SCHD

VOOG

SCHD

Vanguard S&P 500 Growth ETF · $27.8BSchwab U.S. Dividend Equity ETF · $123B

+27.8%3 years · per year$20,861 · $17,908+21.4%

+12.3%5 years · per year$17,823 · $16,881+11.0%

0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%

0.47%12-mo yield$47 · $291 on $10k2.91%

−13.4%Worst dropSmaller wins−6.9%

18.5%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOOG · SCHD

0.4%AMGN4.1%

0.4%KO4.2%

0.0%CINF0.7%

Held in common0.8%

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	AVOOG	Vanguard S&P 500 Growth ETFRead Desk		0.07%	0.47%	+1.2%	+10.9%	+9.2%	+27.8%	+12.3%	−13.4%	$27.8B
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%	$122.9B

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	AVOOG	Vanguard S&P 500 Growth ETFRead Desk		0.07%	0.47%	+1.2%	+10.9%	+9.2%	+27.8%	+12.3%	−13.4%	$27.8B
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%	$122.9B

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

VOOG vs SCHD

VOOG

Vanguard S&P 500 Growth

$17,823

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVOOGSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield0.47%2.91%

5 years, per year+12.3%+11.0%

3 years, per year+27.8%+21.4%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y18.5%11.5%

4–2measures won
SCHD first

0.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VOOG, SCHD

Today

0.8%most shared, VOOG and SCHD

VOOGSCHD

VOOG—0.8%

SCHD0.8%—

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

VOOG$47 − $7 = $40

KeptFee

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