DWSH vs SCHD

ADWSH

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DWSH $7,407

Lowest cost0.06%SCHD · $6 on $10k

Most income7.87%DWSH · $787 on $10k

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

Held in common[…]DWSH and SCHD

DWSH

SCHD

AdvisorShares Dorsey Wright Short ETF · $6MSchwab U.S. Dividend Equity ETF · $123B

−13.7%3 years · per year$6,430 · $17,908+21.4%

−5.8%5 years · per year$7,407 · $16,881+11.0%

4.07%Expense ratio$407 · $6 on $10k · lower wins0.06%

7.87%12-mo yield$787 · $291 on $10k2.91%

−26.4%Worst dropSmaller wins−6.9%

23.4%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWSH · SCHD

-0.9%GIS0.4%

-0.9%FLO0.0%

-1.0%CMCSA2.0%

-1.0%WU0.0%

Held in common[…]

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	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
2	ADWSH	AdvisorShares Dorsey Wright Short ETFRead Desk		4.07%	7.87%	−4.2%	−19.7%	−22.5%	−13.7%	−5.8%	−26.4%	$6M

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	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
2	ADWSH	AdvisorShares Dorsey Wright Short ETFRead Desk		4.07%	7.87%	−4.2%	−19.7%	−22.5%	−13.7%	−5.8%	−26.4%	$6M

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

DWSH vs SCHD

DWSH

AdvisorShares Dorsey Wright Short

$7,407

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDWSHSCHD

Fee4.07%0.06%

Cost on $10k a year$407$6

Yield7.87%2.91%

5 years, per year−5.8%+11.0%

3 years, per year−13.7%+21.4%

Worst drop · 1Y−26.4%−6.9%

Volatility · 1Y23.4%11.5%

5–1measures won
SCHD first

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: DWSH, SCHD

Today

[…]holdings […]

DWSHSCHD

DWSH—[…]

SCHD[…]—

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

Income After Fees on $10,000

$380most kept, DWSH

DWSH$787 − $407 = $380

SCHD$291 − $6 = $285

KeptFee

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