EFAS vs SCHD

AEFAS

BSCHD

Measures won4–2EFAS wins · of 6 · 5Y

$10,000 · 5Y$19,355EFAS · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%EFAS and SCHD

EFAS

SCHD

Global X - MSCI SuperDividend EAFE ETF · $61MSchwab U.S. Dividend Equity ETF · $121B

+27.8%3 years · per year$20,884 · $17,784+21.2%

+14.1%5 years · per year$19,355 · $16,352+10.3%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

4.89%12-mo yield$489 · $297 on $10k2.97%

−8.4%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.4%

4–2EFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFAS · SCHD

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

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AEFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk	0.55%	4.89%	−0.7%	+18.6%	+26.4%	+27.8%	+14.1%	−8.4%	$61M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

All Three

5Y3 funds

#
1	AEFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk	0.55%	4.89%	−0.7%	+18.6%	+26.4%	+27.8%	+14.1%	−8.4%	$61M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

Cards for this view

EFAS vs SCHD

EFAS

Global X - MSCI SuperDividend EAFE

$19,355

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureEFASSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield4.89%2.97%

5 years, per year+14.1%+10.3%

3 years, per year+27.8%+21.2%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y11.1%11.4%

4–2measures won
EFAS first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: EFAS, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

EFASSCHDJEPI

EFAS—0.0%0.0%

SCHD0.0%—8.2%

JEPI0.0%8.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

EFAS$489 − $55 = $434

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee