BSMS vs SCHD

ABSMS

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−3.0%BSMS · worst fall in 1Y

Held in common[…]BSMS and SCHD

BSMS

SCHD

Invesco BulletShares 2028 Municipal Bond ETF · $362MSchwab U.S. Dividend Equity ETF · $120B

+4.2%3 years · per year$11,300 · $17,266+20.0%

+0.3%5 years · per year$10,148 · $16,267+10.2%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

2.81%12-mo yield$281 · $300 on $10k3.00%

−3.0%Worst dropSmaller wins−6.9%

2.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBSMS · SCHD

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

Held in common[…]

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%	$120.5B
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	ABSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk	0.18%	2.81%	+0.2%	+1.4%	+2.5%	+4.2%	+0.3%	−3.0%	$362M

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%	$120.5B
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	ABSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk	0.18%	2.81%	+0.2%	+1.4%	+2.5%	+4.2%	+0.3%	−3.0%	$362M

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

BSMS vs SCHD

BSMS

Invesco BulletShares 2028 Municipal Bond

$10,148

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureBSMSSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield2.81%3.00%

5 years, per year+0.3%+10.2%

3 years, per year+4.2%+20.0%

Worst drop · 1Y−3.0%−6.9%

Volatility · 1Y2.0%11.7%

4–2measures won
SCHD first

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BSMS, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

BSMSSCHDVIG

BSMS—[…][…]

SCHD[…]—14.5%

VIG[…]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

BSMS$281 − $18 = $263

VIG$150 − $4 = $146

KeptFee

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