VUG vs SCHD

AVUG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SCHD $16,881

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.8%VUG and SCHD

VUG

SCHD

Vanguard Morningstar Growth ETF · $233BSchwab U.S. Dividend Equity ETF · $123B

+25.4%3 years · per year$19,712 · $17,908+21.4%

+11.4%5 years · per year$17,153 · $16,881+11.0%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

0.40%12-mo yield$40 · $291 on $10k2.91%

−16.1%Worst dropSmaller wins−6.9%

18.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · SCHD

0.4%TXN4.8%

0.2%FAST1.4%

0.1%BX2.1%

0.1%ARES0.7%

Held in common0.8%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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

VUG vs SCHD

VUG

Vanguard Morningstar Growth

$17,153

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVUGSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield0.40%2.91%

5 years, per year+11.4%+11.0%

3 years, per year+25.4%+21.4%

Worst drop · 1Y−16.1%−6.9%

Volatility · 1Y18.2%11.5%

3–3measures won
level

0.8%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: VUG, SCHD

Today

0.8%most shared, VUG and SCHD

VUGSCHD

VUG—0.8%

SCHD0.8%—

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

VUG$40 − $3 = $37

KeptFee

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