SCHD vs SSK

ASCHD

BSSK

Measures won3–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income25.79%SSK · $2,579 on $10k

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

Held in common[…]SCHD and SSK

SCHD

SSK

Schwab U.S. Dividend Equity ETF · $122BETF Opportunities Trust - REX-Osprey SOL + Staking ETF · $79M

+19.6%3 years · per year$17,123 · […][…]

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $75 on $10k · lower wins0.75%

2.96%12-mo yield$296 · $2,579 on $10k25.79%

−6.9%Worst dropSmaller wins−61.1%

11.8%VolatilityLower wins68.9%

3–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SSK

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

Held in common[…]

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
3	BSSK	ETF Opportunities Trust - REX-Osprey SOL + Staking ETFRead Desk	0.75%	25.79%	−3.7%	−27.5%	−41.4%	new	new	−61.1%	$79M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
3	BSSK	ETF Opportunities Trust - REX-Osprey SOL + Staking ETFRead Desk	0.75%	25.79%	−3.7%	−27.5%	−41.4%	new	new	−61.1%	$79M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SSK

SCHD

Schwab U.S. Dividend Equity

$16,459

SSK

ETF Opportunities Trust - REX-Osprey SOL + Staking

[…]

MeasureSCHDSSK

Fee0.06%0.75%

Cost on $10k a year$6$75

Yield2.96%25.79%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−61.1%

Volatility · 1Y11.8%68.9%

3–1measures won
SCHD first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CGDV, SSK, SCHD

Today

5.8%most shared, CGDV and SCHD

CGDVSSKSCHD

CGDV—[…]5.8%

SSK[…]—[…]

SCHD5.8%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,504most kept, SSK

SSK$2,579 − $75 = $2,504

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee