BDCZ vs SCHD

ABDCZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BDCZ $12,015

Lowest cost0.06%SCHD · $6 on $10k

Most income11.58%BDCZ · $1,158 on $10k

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

Held in common[…]BDCZ and SCHD

BDCZ

SCHD

ETRACS MarketVector Business Development Companies Liquid Index ETN · $11MSchwab U.S. Dividend Equity ETF · $120B

+5.4%3 years · per year$11,700 · $17,414+20.3%

+3.7%5 years · per year$12,015 · $16,375+10.4%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

11.58%12-mo yield$1,158 · $298 on $10k2.98%

−14.7%Worst dropSmaller wins−6.9%

23.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDCZ · 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%	$120.5B
2	ABDCZ	ETRACS MarketVector Business Development Companies Liquid Index ETNRead Desk		0.85%	11.58%	0.0%	−2.0%	+0.1%	+5.4%	+3.7%	−14.7%	$11M

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%	$120.5B
2	ABDCZ	ETRACS MarketVector Business Development Companies Liquid Index ETNRead Desk		0.85%	11.58%	0.0%	−2.0%	+0.1%	+5.4%	+3.7%	−14.7%	$11M

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

BDCZ vs SCHD

BDCZ

ETRACS MarketVector Business Development Companies Liquid Index ETN

$12,015

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBDCZSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield11.58%2.98%

5 years, per year+3.7%+10.4%

3 years, per year+5.4%+20.3%

Worst drop · 1Y−14.7%−6.9%

Volatility · 1Y23.0%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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BDCZ, SCHD

Today

[…]holdings […]

BDCZSCHD

BDCZ—[…]

SCHD[…]—

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

Income After Fees on $10,000

$1,073most kept, BDCZ

BDCZ$1,158 − $85 = $1,073

SCHD$298 − $6 = $292

KeptFee

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