BKSE vs SCHD

ABKSE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BKSE $13,935

Lowest cost0.04%BKSE · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.5%BKSE and SCHD

BKSE

SCHD

BNY Mellon US Small Cap Core Equity ETF · $85MSchwab U.S. Dividend Equity ETF · $123B

+20.1%3 years · per year$17,342 · $17,414+20.3%

+6.9%5 years · per year$13,935 · $16,375+10.4%

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

1.29%12-mo yield$129 · $298 on $10k2.98%

−10.0%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKSE · SCHD

0.3%M0.2%

0.3%MTN0.1%

0.2%NXST0.1%

0.2%MSM0.1%

Held in common1.5%

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	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.29%	−3.2%	+13.8%	+18.3%	+20.1%	+6.9%	−10.0%	$85M

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	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.29%	−3.2%	+13.8%	+18.3%	+20.1%	+6.9%	−10.0%	$85M

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

BKSE vs SCHD

BKSE

BNY Mellon US Small Cap Core Equity

$13,935

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBKSESCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.29%2.98%

5 years, per year+6.9%+10.4%

3 years, per year+20.1%+20.3%

Worst drop · 1Y−10.0%−6.9%

Volatility · 1Y16.3%11.7%

5–1measures won
SCHD first

1.5%

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: BKSE, SCHD

Today

1.5%most shared, BKSE and SCHD

BKSESCHD

BKSE—1.5%

SCHD1.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BKSE$129 − $4 = $125

KeptFee

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