VSHY vs SCHD

AVSHY

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VSHY $12,181

Lowest cost0.06%SCHD · $6 on $10k

Most income6.28%VSHY · $628 on $10k

Smallest drop−2.0%VSHY · worst fall in 1Y

Held in common[…]VSHY and SCHD

VSHY

SCHD

Virtus Newfleet Short Duration High Yield Bond ETF · $32MSchwab U.S. Dividend Equity ETF · $123B

+8.6%3 years · per year$12,798 · $17,414+20.3%

+4.0%5 years · per year$12,181 · $16,375+10.4%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

6.28%12-mo yield$628 · $298 on $10k2.98%

−2.0%Worst dropSmaller wins−6.9%

3.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVSHY · SCHD

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

Held in common[…]

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	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
2	AVSHY	Virtus Newfleet Short Duration High Yield Bond ETFRead Desk		0.39%	6.28%	0.0%	+3.3%	+4.4%	+8.6%	+4.0%	−2.0%	$32M

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	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
2	AVSHY	Virtus Newfleet Short Duration High Yield Bond ETFRead Desk		0.39%	6.28%	0.0%	+3.3%	+4.4%	+8.6%	+4.0%	−2.0%	$32M

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

VSHY vs SCHD

VSHY

Virtus Newfleet Short Duration High Yield Bond

$12,181

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVSHYSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield6.28%2.98%

5 years, per year+4.0%+10.4%

3 years, per year+8.6%+20.3%

Worst drop · 1Y−2.0%−6.9%

Volatility · 1Y3.5%11.7%

3–3measures won
level

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: VSHY, SCHD

Today

[…]holdings […]

VSHYSCHD

VSHY—[…]

SCHD[…]—

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

Income After Fees on $10,000

$589most kept, VSHY

VSHY$628 − $39 = $589

SCHD$298 − $6 = $292

KeptFee

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