AIVC vs SCHD

AAIVC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · AIVC $16,341

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.5%AIVC and SCHD

AIVC

SCHD

Amplify Bloomberg AI Value Chain ETF · $117MSchwab U.S. Dividend Equity ETF · $120B

+38.4%3 years · per year$26,522 · $17,414+20.3%

+10.3%5 years · per year$16,341 · $16,375+10.4%

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

0.13%12-mo yield$13 · $298 on $10k2.98%

−28.6%Worst dropSmaller wins−6.9%

39.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVC · SCHD

2.5%QCOM3.9%

Held in common2.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk		0.59%	0.13%	−9.7%	+29.9%	+27.0%	+38.4%	+10.3%	−28.6%	$117M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk		0.59%	0.13%	−9.7%	+29.9%	+27.0%	+38.4%	+10.3%	−28.6%	$117M

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

AIVC vs SCHD

AIVC

Amplify Bloomberg AI Value Chain

$16,341

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAIVCSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield0.13%2.98%

5 years, per year+10.3%+10.4%

3 years, per year+38.4%+20.3%

Worst drop · 1Y−28.6%−6.9%

Volatility · 1Y39.0%11.7%

5–1measures won
SCHD first

2.5%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AIVC, SCHD

Today

2.5%most shared, AIVC and SCHD

AIVCSCHD

AIVC—2.5%

SCHD2.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

AIVC$13 − $59 = −$46

KeptFee

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