EDGF vs SCHD

AEDGF

BSCHD

Measures won3–1EDGF wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.21%EDGF · $321 on $10k

Smallest drop−0.9%EDGF · worst fall in 1Y

Held in common0.0%EDGF and SCHD

EDGF

SCHD

3EDGE Dynamic Fixed Income ETF · $595MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

3.21%12-mo yield$321 · $291 on $10k2.91%

−0.9%Worst dropSmaller wins−6.9%

1.8%VolatilityLower wins11.5%

3–1EDGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsEDGF · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AEDGF	3EDGE Dynamic Fixed Income ETFRead Desk		0.79%	3.21%	+0.1%	+1.4%	+1.5%	new	new	−0.9%	$595M

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	AEDGF	3EDGE Dynamic Fixed Income ETFRead Desk		0.79%	3.21%	+0.1%	+1.4%	+1.5%	new	new	−0.9%	$595M

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

EDGF vs SCHD

EDGF

3EDGE Dynamic Fixed Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureEDGFSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield3.21%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−0.9%−6.9%

Volatility · 1Y1.8%11.5%

3–1measures won
EDGF first

0.0%

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: EDGF, SCHD

Today

0.0%most shared, EDGF and SCHD

EDGFSCHD

EDGF—0.0%

SCHD0.0%—

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

EDGF$321 − $79 = $242

KeptFee

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