VUSE vs SCHD

AVUSE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,452VUSE · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.3%VUSE and SCHD

VUSE

SCHD

Vident U.S. Equity Strategy ETF · $642MSchwab U.S. Dividend Equity ETF · $120B

+15.8%3 years · per year$15,534 · $17,266+20.0%

+10.5%5 years · per year$16,452 · $16,267+10.2%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.34%12-mo yield$34 · $300 on $10k3.00%

−9.3%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUSE · SCHD

1.2%MO3.1%

1.1%KO4.3%

1.0%BMY3.1%

0.5%FAST1.4%

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

Both

5Y2 funds

#			Trend
1	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−0.2%	+5.3%	+5.7%	+15.8%	+10.5%	−9.3%	$642M
2	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

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	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−0.2%	+5.3%	+5.7%	+15.8%	+10.5%	−9.3%	$642M
2	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

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

VUSE vs SCHD

VUSE

Vident U.S. Equity Strategy

$16,452

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVUSESCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.34%3.00%

5 years, per year+10.5%+10.2%

3 years, per year+15.8%+20.0%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y14.3%11.7%

5–1measures 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: VUSE, SCHD

Today

4.3%most shared, VUSE and SCHD

VUSESCHD

VUSE—4.3%

SCHD4.3%—

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

VUSE$34 − $50 = −$16

KeptFee

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