VSLU vs SCHD

AVSLU

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,243VSLU · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common9.2%VSLU and SCHD

VSLU

SCHD

Applied Finance Valuation Large Cap ETF · $587MSchwab U.S. Dividend Equity ETF · $123B

+24.9%3 years · per year$19,505 · $17,908+21.4%

+14.0%5 years · per year$19,243 · $16,881+11.0%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

0.41%12-mo yield$41 · $291 on $10k2.91%

−9.2%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · SCHD

1.5%MRK3.7%

0.9%HD4.1%

0.7%AMGN4.1%

0.6%ACN3.7%

Held in common9.2%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.41%	+2.4%	+13.1%	+15.1%	+24.9%	+14.0%	−9.2%	$587M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.41%	+2.4%	+13.1%	+15.1%	+24.9%	+14.0%	−9.2%	$587M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

VSLU vs SCHD

VSLU

Applied Finance Valuation Large Cap

$19,243

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVSLUSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield0.41%2.91%

5 years, per year+14.0%+11.0%

3 years, per year+24.9%+21.4%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y12.8%11.5%

4–2measures won
SCHD first

9.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VSLU, SCHD

Today

9.2%most shared, VSLU and SCHD

VSLUSCHD

VSLU—9.2%

SCHD9.2%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VSLU$41 − $49 = −$8

KeptFee

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