DJIA vs SCHD

ADJIA

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income10.03%DJIA · $1,003 on $10k

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

Held in common19.3%DJIA and SCHD

DJIA

SCHD

Global X - Dow 30 Covered Call ETF · $214MSchwab U.S. Dividend Equity ETF · $123B

+12.1%3 years · per year$14,073 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

10.03%12-mo yield$1,003 · $298 on $10k2.98%

−7.3%Worst dropSmaller wins−6.9%

8.4%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDJIA · SCHD

5.5%AMGN4.2%

4.0%HD4.3%

4.7%UNH3.9%

2.5%CVX3.9%

Held in common19.3%

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%	$122.9B
2	ADJIA	Global X - Dow 30 Covered Call ETFRead Desk		0.60%	10.03%	−2.0%	+7.9%	+11.5%	+12.1%	new	−7.3%	$214M

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%	$122.9B
2	ADJIA	Global X - Dow 30 Covered Call ETFRead Desk		0.60%	10.03%	−2.0%	+7.9%	+11.5%	+12.1%	new	−7.3%	$214M

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

DJIA vs SCHD

DJIA

Global X - Dow 30 Covered Call

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDJIASCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield10.03%2.98%

5 years, per year[…]+10.4%

3 years, per year+12.1%+20.3%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y8.4%11.7%

3–2measures won
SCHD first

19.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DJIA, SCHD

Today

19.3%most shared, DJIA and SCHD

DJIASCHD

DJIA—19.3%

SCHD19.3%—

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

Income After Fees on $10,000

$943most kept, DJIA

DJIA$1,003 − $60 = $943

SCHD$298 − $6 = $292

KeptFee

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