CHPY vs SCHD

ACHPY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income56.28%CHPY · $5,628 on $10k

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

Held in common7.2%CHPY and SCHD

CHPY

SCHD

YieldMax Semiconductor Portfolio Option Income ETF · $1.1BSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

1.03%Expense ratio$103 · $6 on $10k · lower wins0.06%

56.28%12-mo yield$5,628 · $300 on $10k3.00%

−38.2%Worst dropSmaller wins−6.9%

43.8%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHPY · SCHD

3.9%TXN4.3%

3.3%QCOM3.6%

Held in common7.2%

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

Both

5Y2 funds

#			Trend
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	ACHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk		1.03%	56.28%	+4.2%	+26.5%	+29.2%	new	new	−38.2%	$1.1B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ACHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk		1.03%	56.28%	+4.2%	+26.5%	+29.2%	new	new	−38.2%	$1.1B

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

CHPY vs SCHD

CHPY

YieldMax Semiconductor Portfolio Option Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCHPYSCHD

Fee1.03%0.06%

Cost on $10k a year$103$6

Yield56.28%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−38.2%−6.9%

Volatility · 1Y43.8%11.7%

3–1measures won
SCHD first

7.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: CHPY, SCHD

Today

7.2%most shared, CHPY and SCHD

CHPYSCHD

CHPY—7.2%

SCHD7.2%—

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

Income After Fees on $10,000

$5,525most kept, CHPY

CHPY$5,628 − $103 = $5,525

SCHD$300 − $6 = $294

KeptFee

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