AIRR vs SCHD

AAIRR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,574AIRR · 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 common0.1%AIRR and SCHD

AIRR

SCHD

First Trust RBA American Industrial RenaissanceTM ETF · $8.5BSchwab U.S. Dividend Equity ETF · $121B

+29.6%3 years · per year$21,757 · $17,784+21.2%

+18.7%5 years · per year$23,574 · $16,352+10.3%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

0.09%12-mo yield$9 · $297 on $10k2.97%

−28.2%Worst dropSmaller wins−6.9%

28.4%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIRR · SCHD

1.7%MSM0.1%

Held in common0.1%

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	AAIRR	First Trust RBA American Industrial RenaissanceTM ETFRead Desk		0.69%	0.09%	+2.1%	+3.5%	+1.8%	+29.6%	+18.7%	−28.2%	$8.5B
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	AAIRR	First Trust RBA American Industrial RenaissanceTM ETFRead Desk		0.69%	0.09%	+2.1%	+3.5%	+1.8%	+29.6%	+18.7%	−28.2%	$8.5B
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

AIRR vs SCHD

AIRR

First Trust RBA American Industrial RenaissanceTM

$23,574

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureAIRRSCHD

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield0.09%2.97%

5 years, per year+18.7%+10.3%

3 years, per year+29.6%+21.2%

Worst drop · 1Y−28.2%−6.9%

Volatility · 1Y28.4%11.4%

4–2measures won
SCHD first

0.1%

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: AIRR, SCHD

Today

0.1%most shared, AIRR and SCHD

AIRRSCHD

AIRR—0.1%

SCHD0.1%—

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

AIRR$9 − $69 = −$60

KeptFee

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