VTES vs SCHD

AVTES

BSCHD

Measures won3–2VTES wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.05%VTES · $5 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−3.0%VTES · worst fall in 1Y

Held in common[…]VTES and SCHD

VTES

SCHD

Vanguard Short-Term Tax-Exempt Bond ETF · $3.6BSchwab U.S. Dividend Equity ETF · $121B

+3.6%3 years · per year$11,115 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

2.67%12-mo yield$267 · $297 on $10k2.97%

−3.0%Worst dropSmaller wins−6.9%

1.8%VolatilityLower wins11.4%

3–2VTES wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTES · SCHD

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

Held in common[…]

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	AVTES	Vanguard Short-Term Tax-Exempt Bond ETFRead Desk		0.05%	2.67%	0.0%	+1.0%	+1.6%	+3.6%	new	−3.0%	$3.6B

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	AVTES	Vanguard Short-Term Tax-Exempt Bond ETFRead Desk		0.05%	2.67%	0.0%	+1.0%	+1.6%	+3.6%	new	−3.0%	$3.6B

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

VTES vs SCHD

VTES

Vanguard Short-Term Tax-Exempt Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureVTESSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield2.67%2.97%

5 years, per year[…]+10.3%

3 years, per year+3.6%+21.2%

Worst drop · 1Y−3.0%−6.9%

Volatility · 1Y1.8%11.4%

3–2measures won
VTES first

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: VTES, SCHD

Today

[…]holdings […]

VTESSCHD

VTES—[…]

SCHD[…]—

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

VTES$267 − $5 = $262

KeptFee

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