VYM vs SCHD

AVYM

BSCHD

Measures won4–2VYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common21.9%VYM and SCHD

VYM

SCHD

Vanguard High Dividend Yield ETF · $78.9BSchwab U.S. Dividend Equity ETF · $120B

+19.6%3 years · per year$17,107 · $17,266+20.0%

+11.1%5 years · per year$16,941 · $16,267+10.2%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

2.31%12-mo yield$231 · $300 on $10k3.00%

−6.7%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.7%

4–2VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVYM · SCHD

1.6%CVX4.0%

1.5%MRK3.8%

1.4%PG4.5%

1.4%KO4.3%

Held in common21.9%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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

VYM vs SCHD

VYM

Vanguard High Dividend Yield

$16,941

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVYMSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield2.31%3.00%

5 years, per year+11.1%+10.2%

3 years, per year+19.6%+20.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.6%11.7%

4–2measures won
VYM first

21.9%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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

Overlap: VYM, SCHD, SMH

Today

21.9%most shared, VYM and SCHD

VYMSCHDSMH

VYM—21.9%9.0%

SCHD21.9%—7.9%

SMH9.0%7.9%—

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

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

KeptFee

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