BDCX vs SCHD

ABDCX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BDCX $10,731

Lowest cost0.06%SCHD · $6 on $10k

Most income20.15%BDCX · $2,015 on $10k

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

Held in common[…]BDCX and SCHD

BDCX

SCHD

ETRACS Quarterly Pay 1.5x Leveraged MarketVector BDC Liquid Index ETN · $7MSchwab U.S. Dividend Equity ETF · $123B

+3.7%3 years · per year$11,154 · $17,414+20.3%

+1.4%5 years · per year$10,731 · $16,375+10.4%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

20.15%12-mo yield$2,015 · $298 on $10k2.98%

−21.7%Worst dropSmaller wins−6.9%

29.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDCX · SCHD

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ABDCX	ETRACS Quarterly Pay 1.5x Leveraged MarketVector BDC Liquid Index ETNRead Desk		0.95%	20.15%	−1.6%	−6.3%	−3.7%	+3.7%	+1.4%	−21.7%	$7M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ABDCX	ETRACS Quarterly Pay 1.5x Leveraged MarketVector BDC Liquid Index ETNRead Desk		0.95%	20.15%	−1.6%	−6.3%	−3.7%	+3.7%	+1.4%	−21.7%	$7M

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

Cards for this view

BDCX vs SCHD

BDCX

ETRACS Quarterly Pay 1.5x Leveraged MarketVector BDC Liquid Index ETN

$10,731

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBDCXSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield20.15%2.98%

5 years, per year+1.4%+10.4%

3 years, per year+3.7%+20.3%

Worst drop · 1Y−21.7%−6.9%

Volatility · 1Y29.5%11.7%

5–1measures won
SCHD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BDCX, SCHD

Today

[…]holdings […]

BDCXSCHD

BDCX—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,920most kept, BDCX

BDCX$2,015 − $95 = $1,920

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee