BAUG vs SCHD

ABAUG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,106BAUG · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−5.7%BAUG · worst fall in 1Y

Held in common[…]BAUG and SCHD

BAUG

SCHD

Innovator U.S. Equity Buffer ETF · $270MSchwab U.S. Dividend Equity ETF · $123B

+19.7%3 years · per year$17,153 · $17,908+21.4%

+11.3%5 years · per year$17,106 · $16,881+11.0%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $291 on $10k2.91%

−5.7%Worst dropSmaller wins−6.9%

7.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAUG · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
1	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+1.1%	+11.0%	+12.2%	+19.7%	+11.3%	−5.7%	$270M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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

All Three

5Y3 funds

#
1	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+1.1%	+11.0%	+12.2%	+19.7%	+11.3%	−5.7%	$270M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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

BAUG vs SCHD

BAUG

Innovator U.S. Equity Buffer

$17,106

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureBAUGSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.00%2.91%

5 years, per year+11.3%+11.0%

3 years, per year+19.7%+21.4%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y7.7%11.5%

3–3measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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: BAUG, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

BAUGSCHDVIG

BAUG—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

VIG$144 − $4 = $140

BAUG$0 − $79 = −$79

KeptFee

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