VRAI vs SCHD

AVRAI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · VRAI $13,125

Lowest cost0.06%SCHD · $6 on $10k

Most income3.08%VRAI · $308 on $10k

Smallest drop−6.6%VRAI · worst fall in 1Y

Held in common2.0%VRAI and SCHD

VRAI

SCHD

Virtus Real Asset Income ETF · $19MSchwab U.S. Dividend Equity ETF · $121B

+15.3%3 years · per year$15,321 · $17,784+21.2%

+5.6%5 years · per year$13,125 · $16,352+10.3%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

3.08%12-mo yield$308 · $297 on $10k2.97%

−6.6%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVRAI · SCHD

1.1%SLB1.8%

1.1%DINO0.4%

1.3%APA0.4%

1.3%MUR0.1%

Held in common2.0%

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	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
2	AVRAI	Virtus Real Asset Income ETFRead Desk		0.55%	3.08%	−0.8%	+24.5%	+25.0%	+15.3%	+5.6%	−6.6%	$19M

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	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
2	AVRAI	Virtus Real Asset Income ETFRead Desk		0.55%	3.08%	−0.8%	+24.5%	+25.0%	+15.3%	+5.6%	−6.6%	$19M

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

VRAI vs SCHD

VRAI

Virtus Real Asset Income

$13,125

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureVRAISCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield3.08%2.97%

5 years, per year+5.6%+10.3%

3 years, per year+15.3%+21.2%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y11.3%11.4%

3–3measures won
level

2.0%

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: VRAI, SCHD

Today

2.0%most shared, VRAI and SCHD

VRAISCHD

VRAI—2.0%

SCHD2.0%—

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

VRAI$308 − $55 = $253

KeptFee

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