BALI vs SCHD

ABALI

BSCHD

Measures won3–2BALI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.10%BALI · $810 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common14.4%BALI and SCHD

BALI

SCHD

iShares U.S. Large Cap Premium Income Active ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+19.6%3 years · per year$17,088 · $17,266+20.0%

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

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

8.10%12-mo yield$810 · $300 on $10k3.00%

−6.7%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.7%

3–2BALI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALI · SCHD

1.8%CVX4.0%

1.7%PG4.5%

1.3%UPS2.0%

1.1%UNH3.9%

Held in common14.4%

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	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B

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	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B

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

BALI vs SCHD

BALI

iShares U.S. Large Cap Premium Income Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureBALISCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield8.10%3.00%

5 years, per year[…]+10.2%

3 years, per year+19.6%+20.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y11.4%11.7%

3–2measures won
BALI first

14.4%

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: BALI, SCHD

Today

14.4%most shared, BALI and SCHD

BALISCHD

BALI—14.4%

SCHD14.4%—

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

Income After Fees on $10,000

$775most kept, BALI

BALI$810 − $35 = $775

SCHD$300 − $6 = $294

KeptFee

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