VPC vs SCHD

AVPC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VPC $9,973

Lowest cost0.06%SCHD · $6 on $10k

Most income15.19%VPC · $1,519 on $10k

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

Held in common0.0%VPC and SCHD

VPC

SCHD

Virtus Private Credit Strategy ETF · $28MSchwab U.S. Dividend Equity ETF · $121B

+1.0%3 years · per year$10,311 · $17,908+21.4%

−0.1%5 years · per year$9,973 · $16,881+11.0%

10.60%Expense ratio$1,060 · $6 on $10k · lower wins0.06%

15.19%12-mo yield$1,519 · $291 on $10k2.91%

−18.2%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVPC · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AVPC	Virtus Private Credit Strategy ETFRead Desk		10.60%	15.19%	+1.4%	−11.0%	−10.3%	+1.0%	−0.1%	−18.2%	$28M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AVPC	Virtus Private Credit Strategy ETFRead Desk		10.60%	15.19%	+1.4%	−11.0%	−10.3%	+1.0%	−0.1%	−18.2%	$28M

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

VPC vs SCHD

VPC

Virtus Private Credit Strategy

$9,973

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVPCSCHD

Fee10.60%0.06%

Cost on $10k a year$1,060$6

Yield15.19%2.91%

5 years, per year−0.1%+11.0%

3 years, per year+1.0%+21.4%

Worst drop · 1Y−18.2%−6.9%

Volatility · 1Y14.6%11.5%

5–1measures won
SCHD first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VPC, SCHD

Today

0.0%most shared, VPC and SCHD

VPCSCHD

VPC—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$459most kept, VPC

VPC$1,519 − $1,060 = $459

SCHD$291 − $6 = $285

KeptFee

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