AGNG vs SCHD

AAGNG

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AGNG $14,128

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common9.5%AGNG and SCHD

AGNG

SCHD

Global X - Aging Population ETF · $98MSchwab U.S. Dividend Equity ETF · $120B

+18.0%3 years · per year$16,427 · $17,266+20.0%

+7.2%5 years · per year$14,128 · $16,267+10.2%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.81%12-mo yield$81 · $300 on $10k3.00%

−11.4%Worst dropSmaller wins−6.9%

15.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGNG · SCHD

3.5%AMGN4.1%

3.2%MRK3.8%

2.8%BMY3.1%

Held in common9.5%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AAGNG	Global X - Aging Population ETFRead Desk		0.50%	0.81%	−0.7%	+12.7%	+19.7%	+18.0%	+7.2%	−11.4%	$98M

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AAGNG	Global X - Aging Population ETFRead Desk		0.50%	0.81%	−0.7%	+12.7%	+19.7%	+18.0%	+7.2%	−11.4%	$98M

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

AGNG vs SCHD

AGNG

Global X - Aging Population

$14,128

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAGNGSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.81%3.00%

5 years, per year+7.2%+10.2%

3 years, per year+18.0%+20.0%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y15.0%11.7%

6–0measures won
SCHD first

9.5%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AGNG, SCHD

Today

9.5%most shared, AGNG and SCHD

AGNGSCHD

AGNG—9.5%

SCHD9.5%—

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

AGNG$81 − $50 = $31

KeptFee

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