APUE vs SCHD

AAPUE

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.2%APUE and SCHD

APUE

SCHD

ActivePassive U.S. Equity ETF · $2.5BSchwab U.S. Dividend Equity ETF · $123B

+24.0%3 years · per year$19,058 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

0.73%12-mo yield$73 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPUE · SCHD

0.6%CVX4.2%

0.6%KO4.2%

0.5%MRK3.7%

0.5%UNH4.0%

Held in common8.2%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.5B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APUE vs SCHD

APUE

ActivePassive U.S. Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAPUESCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield0.73%2.91%

5 years, per year[…]+11.0%

3 years, per year+24.0%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y12.8%11.5%

4–1measures won
SCHD first

8.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: APUE, SCHD

Today

8.2%most shared, APUE and SCHD

APUESCHD

APUE—8.2%

SCHD8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

APUE$73 − $31 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee