CEFZ vs SCHD

ACEFZ

BSCHD

Measures won3–1CEFZ wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income10.34%CEFZ · $1,034 on $10k

Smallest drop−6.7%CEFZ · worst fall in 1Y

Held in common0.0%CEFZ and SCHD

CEFZ

SCHD

RiverNorth Active Income ETF · $40MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

2.82%Expense ratio$282 · $6 on $10k · lower wins0.06%

10.34%12-mo yield$1,034 · $297 on $10k2.97%

−6.7%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.4%

3–1CEFZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCEFZ · SCHD

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

Held in common0.0%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ACEFZ	RiverNorth Active Income ETFRead Desk		2.82%	10.34%	−0.1%	+4.5%	+6.4%	new	new	−6.7%	$40M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ACEFZ	RiverNorth Active Income ETFRead Desk		2.82%	10.34%	−0.1%	+4.5%	+6.4%	new	new	−6.7%	$40M

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

Cards for this view

CEFZ vs SCHD

CEFZ

RiverNorth Active Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCEFZSCHD

Fee2.82%0.06%

Cost on $10k a year$282$6

Yield10.34%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.6%11.4%

3–1measures won
CEFZ first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CEFZ, SCHD

Today

0.0%most shared, CEFZ and SCHD

CEFZSCHD

CEFZ—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$752most kept, CEFZ

CEFZ$1,034 − $282 = $752

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee