CWS vs SCHD5YCWSCWSAvsBSCHDSCHDAdvisorShares Focused Equity ETF · $111MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+10.4%3 years · per year$13,460 · $17,257+19.9%+6.9%5 years · per year$13,943 · $16,429+10.4%Cost and income0.78%Expense ratio$78 · $6 on $10k · lower wins0.06%0.31%12-mo yield$31 · $293 on $10k
Overlap: CWS, SCHD, JEPIToday8.5%most shared, SCHD and JEPICWSSCHDJEPICWS—4.0%1.9%SCHD4.0%—8.5%JEPI1.9%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CWS vs SCHD5YACWSAdvisorShares Focused Equity$13,943vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3B3ACWSAdvisorShares Focused Equity ETFReadDesk0.78%0.31%−1.3%−0.3%+0.2%+10.4%+6.9%−11.9%$111MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3B3ACWSAdvisorShares Focused Equity ETFReadDesk0.78%0.31%−1.3%−0.3%+0.2%+10.4%+6.9%−11.9%$111MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: CWS, SCHD, JEPIToday8.5%most shared, SCHD and JEPICWSSCHDJEPICWS—4.0%1.9%SCHD4.0%—8.5%JEPI1.9%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$751most kept, JEPIJEPI$786 − $35 = $751SCHD$293 − $6 = $287CWS$31 − $78 = −$47KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee