VOTE vs SCHD

AVOTE

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,916VOTE · SCHD $16,375

Lowest cost0.05%VOTE · $5 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common8.0%VOTE and SCHD

VOTE

SCHD

TCW Transform 500 ETF · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+22.4%3 years · per year$18,344 · $17,414+20.3%

+11.1%5 years · per year$16,916 · $16,375+10.4%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

0.97%12-mo yield$97 · $298 on $10k2.98%

−9.1%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVOTE · SCHD

0.6%CVX3.9%

0.6%PG4.4%

0.6%KO4.2%

0.6%MRK3.8%

Held in common8.0%

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	AVOTE	TCW Transform 500 ETFRead Desk		0.05%	0.97%	−4.4%	+8.4%	+9.6%	+22.4%	+11.1%	−9.1%	$1.1B
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	AVOTE	TCW Transform 500 ETFRead Desk		0.05%	0.97%	−4.4%	+8.4%	+9.6%	+22.4%	+11.1%	−9.1%	$1.1B
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

VOTE vs SCHD

VOTE

TCW Transform 500

$16,916

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVOTESCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield0.97%2.98%

5 years, per year+11.1%+10.4%

3 years, per year+22.4%+20.3%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.9%11.7%

3–3measures won
level

8.0%

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: VOTE, SCHD

Today

8.0%most shared, VOTE and SCHD

VOTESCHD

VOTE—8.0%

SCHD8.0%—

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

VOTE$97 − $5 = $92

KeptFee

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