CZA vs SCHD

ACZA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · CZA $14,507

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.5%CZA and SCHD

CZA

SCHD

Invesco Zacks Mid-Cap ETF · $184MSchwab U.S. Dividend Equity ETF · $120B

+17.8%3 years · per year$16,339 · $17,414+20.3%

+7.7%5 years · per year$14,507 · $16,375+10.4%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$136 · $298 on $10k2.98%

−9.2%Worst dropSmaller wins−6.9%

12.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCZA · SCHD

1.6%ADM0.8%

1.4%CINF0.7%

0.6%CNA0.0%

Held in common1.5%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.35%	−1.7%	+14.9%	+19.3%	+17.8%	+7.7%	−9.2%	$184M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.35%	−1.7%	+14.9%	+19.3%	+17.8%	+7.7%	−9.2%	$184M

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

Cards for this view

CZA vs SCHD

CZA

Invesco Zacks Mid-Cap

$14,507

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureCZASCHD

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield1.35%2.98%

5 years, per year+7.7%+10.4%

3 years, per year+17.8%+20.3%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y12.2%11.7%

6–0measures won
SCHD first

1.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CZA, SCHD

Today

1.5%most shared, CZA and SCHD

CZASCHD

CZA—1.5%

SCHD1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CZA$136 − $69 = $67

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee