VOOV vs SCHD

AVOOV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,115VOOV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common16.2%VOOV and SCHD

VOOV

SCHD

Vanguard S&P 500 Value ETF · $6.6BSchwab U.S. Dividend Equity ETF · $123B

+18.4%3 years · per year$16,578 · $17,414+20.3%

+11.3%5 years · per year$17,115 · $16,375+10.4%

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

1.64%12-mo yield$164 · $298 on $10k2.98%

−6.3%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVOOV · SCHD

1.4%CVX3.9%

1.2%MRK3.8%

1.2%PG4.4%

1.1%UNH3.9%

Held in common16.2%

End-of-day Nov 5, 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	AVOOV	Vanguard S&P 500 Value ETFRead Desk		0.07%	1.64%	−2.8%	+13.0%	+15.9%	+18.4%	+11.3%	−6.3%	$6.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AVOOV	Vanguard S&P 500 Value ETFRead Desk		0.07%	1.64%	−2.8%	+13.0%	+15.9%	+18.4%	+11.3%	−6.3%	$6.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

VOOV vs SCHD

VOOV

Vanguard S&P 500 Value

$17,115

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVOOVSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield1.64%2.98%

5 years, per year+11.3%+10.4%

3 years, per year+18.4%+20.3%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y10.2%11.7%

3–3measures won
level

16.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VOOV, SCHD

Today

16.2%most shared, VOOV and SCHD

VOOVSCHD

VOOV—16.2%

SCHD16.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VOOV$164 − $7 = $157

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee