VSMV vs SCHD

AVSMV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,767VSMV · IWF $16,499

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−5.2%VSMV · worst fall in 1Y

Held in common21.3%VSMV and SCHD

VSMV

SCHD

VictoryShares US Multi-Factor Minimum Volatility ETF · $162MSchwab U.S. Dividend Equity ETF · $121B

+18.8%3 years · per year$16,758 · $17,784+21.2%

+10.9%5 years · per year$16,767 · $16,352+10.3%

0.41%Expense ratio$41 · $6 on $10k · lower wins0.06%

1.29%12-mo yield$129 · $297 on $10k2.97%

−5.2%Worst dropSmaller wins−6.9%

9.5%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVSMV · SCHD

3.8%LMT3.1%

3.3%MO3.0%

3.1%BMY3.0%

2.9%PG4.3%

Held in common21.3%

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

All Three

5Y3 funds

#
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk	0.41%	1.29%	−1.0%	+12.9%	+16.5%	+18.8%	+10.9%	−5.2%	$162M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	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

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk	0.41%	1.29%	−1.0%	+12.9%	+16.5%	+18.8%	+10.9%	−5.2%	$162M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	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

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

VSMV vs SCHD

VSMV

VictoryShares US Multi-Factor Minimum Volatility

$16,767

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureVSMVSCHD

Fee0.41%0.06%

Cost on $10k a year$41$6

Yield1.29%2.97%

5 years, per year+10.9%+10.3%

3 years, per year+18.8%+21.2%

Worst drop · 1Y−5.2%−6.9%

Volatility · 1Y9.5%11.4%

3–3measures won
level

21.3%

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

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

Overlap: VSMV, SCHD, IWF

Today

21.3%most shared, VSMV and SCHD

VSMVSCHDIWF

VSMV—21.3%13.1%

SCHD21.3%—3.5%

IWF13.1%3.5%—

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

VSMV$129 − $41 = $88

IWF$37 − $18 = $19

KeptFee

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