BGIG vs SCHD

ABGIG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.1%BGIG · worst fall in 1Y

Held in common16.5%BGIG and SCHD

BGIG

SCHD

Bahl & Gaynor Income Growth ETF · $2.3BSchwab U.S. Dividend Equity ETF · $121B

+20.2%3 years · per year$17,358 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

1.68%12-mo yield$168 · $297 on $10k2.97%

−6.1%Worst dropSmaller wins−6.9%

8.8%VolatilityLower wins11.4%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBGIG · SCHD

4.0%CVX4.2%

4.5%UNH3.9%

1.9%ADP2.8%

1.8%HD4.2%

Held in common16.5%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ABGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.68%	−0.1%	+16.2%	+18.3%	+20.2%	new	−6.1%	$2.3B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ABGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.68%	−0.1%	+16.2%	+18.3%	+20.2%	new	−6.1%	$2.3B

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

Cards for this view

BGIG vs SCHD

BGIG

Bahl & Gaynor Income Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureBGIGSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield1.68%2.97%

5 years, per year[…]+10.3%

3 years, per year+20.2%+21.2%

Worst drop · 1Y−6.1%−6.9%

Volatility · 1Y8.8%11.4%

3–2measures won
SCHD first

16.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BGIG, SCHD

Today

16.5%most shared, BGIG and SCHD

BGIGSCHD

BGIG—16.5%

SCHD16.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

BGIG$168 − $45 = $123

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee