AIQ vs SCHD

AAIQ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,010AIQ · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common2.8%AIQ and SCHD

AIQ

SCHD

Global X - Artificial Intelligence & Technology ETF · $9.5BSchwab U.S. Dividend Equity ETF · $121B

+32.6%3 years · per year$23,294 · $17,784+21.2%

+13.7%5 years · per year$19,010 · $16,352+10.3%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

0.08%12-mo yield$8 · $297 on $10k2.97%

−20.2%Worst dropSmaller wins−6.9%

29.7%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIQ · SCHD

1.5%QCOM3.7%

1.3%ACN3.8%

Held in common2.8%

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

Both

5Y2 funds

#			Trend
1	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.7%	+17.1%	+12.3%	+32.6%	+13.7%	−20.2%	$9.5B
2	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

Both

5Y2 funds

#			Trend
1	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.7%	+17.1%	+12.3%	+32.6%	+13.7%	−20.2%	$9.5B
2	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

AIQ vs SCHD

AIQ

Global X - Artificial Intelligence & Technology

$19,010

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureAIQSCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield0.08%2.97%

5 years, per year+13.7%+10.3%

3 years, per year+32.6%+21.2%

Worst drop · 1Y−20.2%−6.9%

Volatility · 1Y29.7%11.4%

4–2measures won
SCHD first

2.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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: AIQ, SCHD

Today

2.8%most shared, AIQ and SCHD

AIQSCHD

AIQ—2.8%

SCHD2.8%—

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

AIQ$8 − $68 = −$60

KeptFee

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