AUSF vs SCHD

AAUSF

BSCHD

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$19,663AUSF · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%AUSF · $300 on $10k

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

Held in common13.8%AUSF and SCHD

AUSF

SCHD

Global X - Adaptive U.S. Factor ETF · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+22.5%3 years · per year$18,371 · $17,908+21.4%

+14.5%5 years · per year$19,663 · $16,881+11.0%

0.27%Expense ratio$27 · $6 on $10k · lower wins0.06%

3.00%12-mo yield$300 · $291 on $10k2.91%

−7.0%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.5%

4–2AUSF wins

$10,000 · 5 yearsOne scale

Shared top holdingsAUSF · SCHD

2.0%VZ3.5%

1.6%LMT3.1%

1.5%KO4.2%

1.5%ADP2.8%

Held in common13.8%

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	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.00%	+1.1%	+15.5%	+20.2%	+22.5%	+14.5%	−7.0%	$1.3B
2	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

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	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.00%	+1.1%	+15.5%	+20.2%	+22.5%	+14.5%	−7.0%	$1.3B
2	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

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

AUSF vs SCHD

AUSF

Global X - Adaptive U.S. Factor

$19,663

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAUSFSCHD

Fee0.27%0.06%

Cost on $10k a year$27$6

Yield3.00%2.91%

5 years, per year+14.5%+11.0%

3 years, per year+22.5%+21.4%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y10.4%11.5%

4–2measures won
AUSF first

13.8%

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: AUSF, SCHD

Today

13.8%most shared, AUSF and SCHD

AUSFSCHD

AUSF—13.8%

SCHD13.8%—

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

AUSF$300 − $27 = $273

KeptFee

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