AESR vs SCHD

AAESR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,524AESR · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income21.55%AESR · $2,155 on $10k

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

Held in common0.4%AESR and SCHD

AESR

SCHD

Anfield U.S. Equity Sector Rotation ETF · $245MSchwab U.S. Dividend Equity ETF · $123B

+23.7%3 years · per year$18,924 · $17,414+20.3%

+10.6%5 years · per year$16,524 · $16,375+10.4%

0.97%Expense ratio$97 · $6 on $10k · lower wins0.06%

21.55%12-mo yield$2,155 · $298 on $10k2.98%

−13.0%Worst dropSmaller wins−6.9%

20.4%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAESR · SCHD

0.7%DINO0.4%

Held in common0.4%

End-of-day Nov 5, 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	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.55%	−5.1%	+6.8%	+8.0%	+23.7%	+10.6%	−13.0%	$245M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.55%	−5.1%	+6.8%	+8.0%	+23.7%	+10.6%	−13.0%	$245M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

AESR vs SCHD

AESR

Anfield U.S. Equity Sector Rotation

$16,524

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAESRSCHD

Fee0.97%0.06%

Cost on $10k a year$97$6

Yield21.55%2.98%

5 years, per year+10.6%+10.4%

3 years, per year+23.7%+20.3%

Worst drop · 1Y−13.0%−6.9%

Volatility · 1Y20.4%11.7%

3–3measures won
level

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AESR, SCHD

Today

0.4%most shared, AESR and SCHD

AESRSCHD

AESR—0.4%

SCHD0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,058most kept, AESR

AESR$2,155 − $97 = $2,058

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee