VYM vs SCHD

AVYM

BSCHD

Measures won5–1VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.03%VEA · $3 on $10k

Most income2.96%SCHD · $296 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

+19.7%3 years · per year$17,150 · $17,123+19.6%

+11.5%5 years · per year$17,254 · $16,459+10.5%

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

2.26%12-mo yield$226 · $296 on $10k2.96%

−6.7%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.8%

5–1VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVYM · SCHD

1.6%CVX4.0%

1.5%MRK3.8%

1.4%PG4.4%

1.4%KO4.3%

Held in common21.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 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

$17,254

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureVYMSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield2.26%2.96%

5 years, per year+11.5%+10.5%

3 years, per year+19.7%+19.6%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.8%11.8%

5–1measures won
VYM first

21.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VYM, WCME, SCHD, VEA

Today

21.9%most shared, VYM and SCHD

VYMWCMESCHDVEA

VYM—0.1%21.9%0.0%

WCME0.1%—0.0%6.2%

SCHD21.9%0.0%—0.0%

VEA0.0%6.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

VYM$226 − $4 = $222

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee