DUHP vs SCHD

ADUHP

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common16.4%DUHP and SCHD

DUHP

SCHD

U.S. High Relative Profitability Portfolio ETF Class Shares · $18.7BSchwab U.S. Dividend Equity ETF · $120B

+19.0%3 years · per year$16,840 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

0.87%12-mo yield$87 · $300 on $10k3.00%

−9.0%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDUHP · SCHD

2.2%HD4.3%

1.8%AMGN4.1%

1.4%MRK3.8%

1.4%PEP4.0%

Held in common16.4%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ADUHP	U.S. High Relative Profitability Portfolio ETF Class SharesRead Desk		0.21%	0.87%	+0.1%	+9.2%	+10.3%	+19.0%	new	−9.0%	$18.7B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ADUHP	U.S. High Relative Profitability Portfolio ETF Class SharesRead Desk		0.21%	0.87%	+0.1%	+9.2%	+10.3%	+19.0%	new	−9.0%	$18.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DUHP vs SCHD

DUHP

U.S. High Relative Profitability Portfolio ETF Class Shares

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDUHPSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.87%3.00%

5 years, per year[…]+10.2%

3 years, per year+19.0%+20.0%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y12.8%11.7%

5–0measures won
SCHD first

16.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DUHP, SCHD

Today

16.4%most shared, DUHP and SCHD

DUHPSCHD

DUHP—16.4%

SCHD16.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DUHP$87 − $21 = $66

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee