DJD vs SCHD

ADJD

BSCHD

Measures won3–2DJD wins · of 6 · 5Y

$10,000 · 5Y$18,639DJD · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−5.7%DJD · worst fall in 1Y

Held in common28.6%DJD and SCHD

DJD

SCHD

Invesco Dow Jones Industrial Average Dividend ETF · $529MSchwab U.S. Dividend Equity ETF · $123B

+23.3%3 years · per year$18,760 · $17,908+21.4%

+13.3%5 years · per year$18,639 · $16,881+11.0%

0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%

2.18%12-mo yield$218 · $291 on $10k2.91%

−5.7%Worst dropSmaller wins−6.9%

11.5%VolatilityLower wins11.5%

3–2DJD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDJD · SCHD

6.7%PG4.3%

5.1%KO4.2%

7.2%CVX4.2%

6.0%HD4.1%

Held in common28.6%

End-of-day Nov 4, 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	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk		0.07%	2.18%	+3.4%	+24.3%	+29.9%	+23.3%	+13.3%	−5.7%	$529M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk		0.07%	2.18%	+3.4%	+24.3%	+29.9%	+23.3%	+13.3%	−5.7%	$529M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DJD vs SCHD

DJD

Invesco Dow Jones Industrial Average Dividend

$18,639

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDJDSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield2.18%2.91%

5 years, per year+13.3%+11.0%

3 years, per year+23.3%+21.4%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y11.5%11.5%

3–2measures won
DJD first

28.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DJD, SCHD

Today

28.6%most shared, DJD and SCHD

DJDSCHD

DJD—28.6%

SCHD28.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DJD$218 − $7 = $211

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee