VT vs SCHD

AVT

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common4.3%VT and SCHD

SCHD

Vanguard Total World Stock ETF · $81.8BSchwab U.S. Dividend Equity ETF · $120B

+20.7%3 years · per year$17,563 · $17,266+20.0%

+9.4%5 years · per year$15,649 · $16,267+10.2%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.59%12-mo yield$159 · $300 on $10k3.00%

−9.7%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SCHD

0.3%CVX4.0%

0.3%MRK3.8%

0.3%PG4.5%

0.3%KO4.3%

Held in common4.3%

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs SCHD

Vanguard Total World Stock

$15,649

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVTSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.59%3.00%

5 years, per year+9.4%+10.2%

3 years, per year+20.7%+20.0%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y14.7%11.7%

4–1measures won
SCHD first

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VT, SCHD, EFA

Today

17.5%most shared, VT and EFA

VTSCHDEFA

VT—4.3%17.5%

SCHD4.3%—0.0%

EFA17.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

SCHD$300 − $6 = $294

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee