BITS vs SCHD

ABITS

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income27.60%BITS · $2,760 on $10k

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

Held in common0.0%BITS and SCHD

BITS

SCHD

Global X - Blockchain & Bitcoin Strategy ETF · $22MSchwab U.S. Dividend Equity ETF · $120B

+33.7%3 years · per year$23,916 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

27.60%12-mo yield$2,760 · $298 on $10k2.98%

−42.7%Worst dropSmaller wins−6.9%

54.7%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBITS · SCHD

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

Held in common0.0%

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	ABITS	Global X - Blockchain & Bitcoin Strategy ETFRead Desk		0.65%	27.60%	−7.7%	−17.6%	−37.6%	+33.7%	new	−42.7%	$22M

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	ABITS	Global X - Blockchain & Bitcoin Strategy ETFRead Desk		0.65%	27.60%	−7.7%	−17.6%	−37.6%	+33.7%	new	−42.7%	$22M

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

BITS vs SCHD

BITS

Global X - Blockchain & Bitcoin Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBITSSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield27.60%2.98%

5 years, per year[…]+10.4%

3 years, per year+33.7%+20.3%

Worst drop · 1Y−42.7%−6.9%

Volatility · 1Y54.7%11.7%

3–2measures won
SCHD first

0.0%

holdings shared

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: BITS, SCHD

Today

0.0%most shared, BITS and SCHD

BITSSCHD

BITS—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$2,695most kept, BITS

BITS$2,760 − $65 = $2,695

SCHD$298 − $6 = $292

KeptFee

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