EFAX vs SCHD

AEFAX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · EFAX $14,220

Lowest cost0.06%SCHD · $6 on $10k

Most income3.25%EFAX · $325 on $10k

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

Held in common0.0%EFAX and SCHD

EFAX

SCHD

State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF · $490MSchwab U.S. Dividend Equity ETF · $120B

+18.1%3 years · per year$16,473 · $17,266+20.0%

+7.3%5 years · per year$14,220 · $16,267+10.2%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

3.25%12-mo yield$325 · $300 on $10k3.00%

−12.4%Worst dropSmaller wins−6.9%

17.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFAX · SCHD

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

Held in common0.0%

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%	$119.9B
2	AEFAX	State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETFRead Desk		0.20%	3.25%	−0.8%	+5.6%	+9.5%	+18.1%	+7.3%	−12.4%	$490M

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%	$119.9B
2	AEFAX	State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETFRead Desk		0.20%	3.25%	−0.8%	+5.6%	+9.5%	+18.1%	+7.3%	−12.4%	$490M

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

EFAX vs SCHD

EFAX

SPDR MSCI EAFE Fossil Fuel Reserves Free

$14,220

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEFAXSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.25%3.00%

5 years, per year+7.3%+10.2%

3 years, per year+18.1%+20.0%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y17.0%11.7%

5–1measures won
SCHD first

0.0%

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: EFAX, SCHD

Today

0.0%most shared, EFAX and SCHD

EFAXSCHD

EFAX—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$305most kept, EFAX

EFAX$325 − $20 = $305

SCHD$300 − $6 = $294

KeptFee

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