XVV vs SCHD

AXVV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,364XVV · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common8.2%XVV and SCHD

XVV

SCHD

iShares ESG Select Screened S&P 500 ETF · $884MSchwab U.S. Dividend Equity ETF · $121B

+24.0%3 years · per year$19,066 · $17,784+21.2%

+11.7%5 years · per year$17,364 · $16,352+10.3%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

0.94%12-mo yield$94 · $297 on $10k2.97%

−10.6%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXVV · SCHD

0.7%PG4.3%

0.7%MRK3.8%

0.7%UNH3.9%

0.7%KO4.2%

Held in common8.2%

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

All Three

5Y3 funds

#
1	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk	0.08%	0.94%	+0.2%	+10.0%	+10.2%	+24.0%	+11.7%	−10.6%	$884M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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

All Three

5Y3 funds

#
1	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk	0.08%	0.94%	+0.2%	+10.0%	+10.2%	+24.0%	+11.7%	−10.6%	$884M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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

XVV vs SCHD

XVV

iShares ESG Select Screened S&P 500

$17,364

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureXVVSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield0.94%2.97%

5 years, per year+11.7%+10.3%

3 years, per year+24.0%+21.2%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y13.5%11.4%

4–2measures won
SCHD first

8.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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: XVV, SCHD, VIG

Today

43.4%most shared, XVV and VIG

XVVSCHDVIG

XVV—8.2%43.4%

SCHD8.2%—14.5%

VIG43.4%14.5%—

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

VIG$147 − $4 = $143

XVV$94 − $8 = $86

KeptFee

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