BOCT vs SCHD

ABOCT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common8.5%BOCT and SCHD

BOCT

SCHD

Innovator U.S. Equity Buffer ETF · $349MSchwab U.S. Dividend Equity ETF · $120B

+15.1%3 years · per year$15,230 · $17,266+20.0%

+9.6%5 years · per year$15,817 · $16,267+10.2%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $300 on $10k3.00%

−6.1%Worst dropSmaller wins−6.9%

9.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOCT · SCHD

0.6%CVX4.0%

0.6%PG4.5%

0.6%KO4.3%

0.6%MRK3.8%

Held in common8.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ABOCT	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+8.7%	+10.0%	+15.1%	+9.6%	−6.1%	$349M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ABOCT	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+8.7%	+10.0%	+15.1%	+9.6%	−6.1%	$349M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOCT vs SCHD

BOCT

Innovator U.S. Equity Buffer

$15,817

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureBOCTSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.00%3.00%

5 years, per year+9.6%+10.2%

3 years, per year+15.1%+20.0%

Worst drop · 1Y−6.1%−6.9%

Volatility · 1Y9.0%11.7%

4–2measures won
SCHD first

8.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BOCT, SCHD, VIG

Today

41.9%most shared, BOCT and VIG

BOCTSCHDVIG

BOCT—8.5%41.9%

SCHD8.5%—14.5%

VIG41.9%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

BOCT$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee