BKMC vs SCHD

ABKMC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BKMC $13,847

Lowest cost0.04%BKMC · $4 on $10k

Most income3.26%BKMC · $326 on $10k

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

Held in common4.1%BKMC and SCHD

BKMC

SCHD

BNY Mellon US Mid Cap Core Equity ETF · $658MSchwab U.S. Dividend Equity ETF · $123B

+18.1%3 years · per year$16,463 · $17,414+20.3%

+6.7%5 years · per year$13,847 · $16,375+10.4%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

3.26%12-mo yield$326 · $298 on $10k2.98%

−9.8%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKMC · SCHD

0.5%BBY0.5%

0.5%SNA0.4%

0.5%EWBC0.4%

0.4%DINO0.4%

Held in common4.1%

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	ABKMC	BNY Mellon US Mid Cap Core Equity ETFRead Desk		0.04%	3.26%	−3.6%	+8.1%	+11.9%	+18.1%	+6.7%	−9.8%	$658M

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	ABKMC	BNY Mellon US Mid Cap Core Equity ETFRead Desk		0.04%	3.26%	−3.6%	+8.1%	+11.9%	+18.1%	+6.7%	−9.8%	$658M

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

BKMC vs SCHD

BKMC

BNY Mellon US Mid Cap Core Equity

$13,847

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBKMCSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield3.26%2.98%

5 years, per year+6.7%+10.4%

3 years, per year+18.1%+20.3%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y15.3%11.7%

4–2measures won
SCHD first

4.1%

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%

$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: BKMC, SCHD

Today

4.1%most shared, BKMC and SCHD

BKMCSCHD

BKMC—4.1%

SCHD4.1%—

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

Income After Fees on $10,000

$322most kept, BKMC

BKMC$326 − $4 = $322

SCHD$298 − $6 = $292

KeptFee

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