APLY vs SCHD

AAPLY

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income31.51%APLY · $3,151 on $10k

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

Held in common[…]APLY and SCHD

APLY

SCHD

YieldMax AAPL Option Income Strategy ETF · $110MSchwab U.S. Dividend Equity ETF · $120B

+15.9%3 years · per year$15,557 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

1.04%Expense ratio$104 · $6 on $10k · lower wins0.06%

31.51%12-mo yield$3,151 · $300 on $10k3.00%

−11.8%Worst dropSmaller wins−6.9%

21.3%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPLY · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	31.51%	−0.4%	+15.9%	+17.4%	+15.9%	new	−11.8%	$110M

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	AAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	31.51%	−0.4%	+15.9%	+17.4%	+15.9%	new	−11.8%	$110M

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

APLY vs SCHD

APLY

YieldMax AAPL Option Income Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAPLYSCHD

Fee1.04%0.06%

Cost on $10k a year$104$6

Yield31.51%3.00%

5 years, per year[…]+10.2%

3 years, per year+15.9%+20.0%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y21.3%11.7%

4–1measures won
SCHD first

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: APLY, SCHD

Today

[…]holdings […]

APLYSCHD

APLY—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$3,047most kept, APLY

APLY$3,151 − $104 = $3,047

SCHD$300 − $6 = $294

KeptFee

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