AIVL vs SCHD

AAIVL

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AIVL $15,310

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 common6.8%AIVL and SCHD

AIVL

SCHD

WisdomTree U.S. AI Enhanced Value Fund · $420MSchwab U.S. Dividend Equity ETF · $120B

+18.2%3 years · per year$16,505 · $17,266+20.0%

+8.9%5 years · per year$15,310 · $16,267+10.2%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

1.47%12-mo yield$147 · $300 on $10k3.00%

−7.9%Worst dropSmaller wins−6.9%

12.1%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVL · SCHD

2.2%PG4.5%

2.2%MO3.1%

2.2%CMCSA2.1%

1.2%ORI0.2%

Held in common6.8%

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%	$120.5B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M

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%	$120.5B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M

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

AIVL vs SCHD

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,310

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAIVLSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.47%3.00%

5 years, per year+8.9%+10.2%

3 years, per year+18.2%+20.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y12.1%11.7%

6–0measures won
SCHD first

6.8%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIVL, SCHD

Today

6.8%most shared, AIVL and SCHD

AIVLSCHD

AIVL—6.8%

SCHD6.8%—

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

AIVL$147 − $38 = $109

KeptFee

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