VV vs SCHD

AVV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,405VV · SCHD $16,352

Lowest cost0.03%VV · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common7.7%VV and SCHD

SCHD

Vanguard Morningstar Large-Cap ETF · $54.1BSchwab U.S. Dividend Equity ETF · $121B

+24.3%3 years · per year$19,187 · $17,784+21.2%

+11.7%5 years · per year$17,405 · $16,352+10.3%

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

1.04%12-mo yield$104 · $297 on $10k2.97%

−9.2%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVV · SCHD

0.6%CVX4.2%

0.6%MRK3.8%

0.5%PG4.3%

0.5%KO4.2%

Held in common7.7%

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	AVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B
2	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

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	AVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B
2	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

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

VV vs SCHD

Vanguard Morningstar Large-Cap

$17,405

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureVVSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.04%2.97%

5 years, per year+11.7%+10.3%

3 years, per year+24.3%+21.2%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y12.9%11.4%

3–3measures won
level

7.7%

holdings shared

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: VV, SCHD

Today

7.7%most shared, VV and SCHD

VVSCHD

VV—7.7%

SCHD7.7%—

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

VV$104 − $3 = $101

KeptFee

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