DIVN vs SCHD

ADIVN

BSCHD

Measures won3–1DIVN wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · JEPI $14,448

Lowest cost0.06%SCHD · $6 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−5.5%DIVN · worst fall in 1Y

Held in common38.1%DIVN and SCHD

DIVN

SCHD

Horizon Funds - Horizon Dividend Income ETF · $348MSchwab U.S. Dividend Equity ETF · $120B

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

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

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

4.12%12-mo yield$412 · $296 on $10k2.96%

−5.5%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.8%

3–1DIVN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVN · SCHD

5.0%PG4.4%

5.0%CVX4.0%

3.0%QCOM3.9%

2.8%COP3.9%

Held in common38.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ADIVN	Horizon Funds - Horizon Dividend Income ETFRead Desk	0.70%	4.12%	+1.2%	+24.3%	+30.4%	new	new	−5.5%	$348M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ADIVN	Horizon Funds - Horizon Dividend Income ETFRead Desk	0.70%	4.12%	+1.2%	+24.3%	+30.4%	new	new	−5.5%	$348M

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

DIVN vs SCHD

DIVN

Horizon Funds - Horizon Dividend Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDIVNSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield4.12%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−5.5%−6.9%

Volatility · 1Y10.9%11.8%

3–1measures won
DIVN first

38.1%

holdings shared

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%

$120BAssets$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: DIVN, SCHD, JEPI

Today

38.1%most shared, DIVN and SCHD

DIVNSCHDJEPI

DIVN—38.1%14.4%

SCHD38.1%—8.4%

JEPI14.4%8.4%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

DIVN$412 − $70 = $342

SCHD$296 − $6 = $290

KeptFee

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