VTWV vs SCHD

AVTWV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VTWV $14,090

Lowest cost0.06%VTWV · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.0%VTWV and SCHD

VTWV

SCHD

Vanguard Russell 2000 Value ETF · $1.3BSchwab U.S. Dividend Equity ETF · $120B

+20.4%3 years · per year$17,455 · $17,266+20.0%

+7.1%5 years · per year$14,090 · $16,267+10.2%

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

1.72%12-mo yield$172 · $300 on $10k3.00%

−8.6%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTWV · SCHD

0.3%MUR0.1%

0.3%KFY0.1%

0.3%CVBF0.1%

0.1%APAM0.1%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
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%	$119.9B
2	AVTWV	Vanguard Russell 2000 Value ETFRead Desk		0.06%	1.72%	−0.1%	+17.7%	+21.4%	+20.4%	+7.1%	−8.6%	$1.3B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVTWV	Vanguard Russell 2000 Value ETFRead Desk		0.06%	1.72%	−0.1%	+17.7%	+21.4%	+20.4%	+7.1%	−8.6%	$1.3B

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

VTWV vs SCHD

VTWV

Vanguard Russell 2000 Value

$14,090

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVTWVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.72%3.00%

5 years, per year+7.1%+10.2%

3 years, per year+20.4%+20.0%

Worst drop · 1Y−8.6%−6.9%

Volatility · 1Y16.3%11.7%

4–1measures won
SCHD first

1.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VTWV, SCHD

Today

1.0%most shared, VTWV and SCHD

VTWVSCHD

VTWV—1.0%

SCHD1.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTWV$172 − $6 = $166

KeptFee

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