CLOZ vs SCHD

ACLOZ

BSCHD

Measures won3–2CLOZ wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.85%CLOZ · $785 on $10k

Smallest drop−3.9%CLOZ · worst fall in 1Y

Held in common[…]CLOZ and SCHD

CLOZ

SCHD

Eldridge BBB-B CLO ETF · $696MSchwab U.S. Dividend Equity ETF · $121B

+7.9%3 years · per year$12,565 · $17,784+21.2%

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

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

7.85%12-mo yield$785 · $297 on $10k2.97%

−3.9%Worst dropSmaller wins−6.9%

3.6%VolatilityLower wins11.4%

3–2CLOZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLOZ · SCHD

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

Held in common[…]

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	ACLOZ	Eldridge BBB-B CLO ETFRead Desk		0.50%	7.85%	−0.5%	+2.5%	+3.6%	+7.9%	new	−3.9%	$696M

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	ACLOZ	Eldridge BBB-B CLO ETFRead Desk		0.50%	7.85%	−0.5%	+2.5%	+3.6%	+7.9%	new	−3.9%	$696M

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

CLOZ vs SCHD

CLOZ

Eldridge BBB-B CLO

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCLOZSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield7.85%2.97%

5 years, per year[…]+10.3%

3 years, per year+7.9%+21.2%

Worst drop · 1Y−3.9%−6.9%

Volatility · 1Y3.6%11.4%

3–2measures won
CLOZ first

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: CLOZ, SCHD

Today

[…]holdings […]

CLOZSCHD

CLOZ—[…]

SCHD[…]—

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

Income After Fees on $10,000

$735most kept, CLOZ

CLOZ$785 − $50 = $735

SCHD$297 − $6 = $291

KeptFee

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