BTR vs SCHD

ABTR

BSCHD

Measures won3–2BTR wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.22%BTR · $922 on $10k

Smallest drop−6.3%BTR · worst fall in 1Y

Held in common[…]BTR and SCHD

BTR

SCHD

Beacon Tactical Risk ETF · $30MSchwab U.S. Dividend Equity ETF · $123B

+5.9%3 years · per year$11,886 · $17,414+20.3%

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

1.61%Expense ratio$161 · $6 on $10k · lower wins0.06%

9.22%12-mo yield$922 · $298 on $10k2.98%

−6.3%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.7%

3–2BTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTR · SCHD

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

Held in common[…]

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	ABTR	Beacon Tactical Risk ETFRead Desk		1.61%	9.22%	0.0%	+9.1%	+10.8%	+5.9%	new	−6.3%	$30M

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	ABTR	Beacon Tactical Risk ETFRead Desk		1.61%	9.22%	0.0%	+9.1%	+10.8%	+5.9%	new	−6.3%	$30M

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

BTR vs SCHD

BTR

Beacon Tactical Risk

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBTRSCHD

Fee1.61%0.06%

Cost on $10k a year$161$6

Yield9.22%2.98%

5 years, per year[…]+10.4%

3 years, per year+5.9%+20.3%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y9.7%11.7%

3–2measures won
BTR first

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: BTR, SCHD

Today

[…]holdings […]

BTRSCHD

BTR—[…]

SCHD[…]—

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

Income After Fees on $10,000

$761most kept, BTR

BTR$922 − $161 = $761

SCHD$298 − $6 = $292

KeptFee

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