EINC vs SCHD

AEINC

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,420EINC · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income4.85%EINC · $485 on $10k

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

Held in common1.3%EINC and SCHD

EINC

SCHD

VanEck Energy Income ETF · $82MSchwab U.S. Dividend Equity ETF · $123B

+25.0%3 years · per year$19,520 · $17,414+20.3%

+18.6%5 years · per year$23,420 · $16,375+10.4%

0.46%Expense ratio$46 · $6 on $10k · lower wins0.06%

4.85%12-mo yield$485 · $298 on $10k2.98%

−9.2%Worst dropSmaller wins−6.9%

17.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEINC · SCHD

5.4%OKE1.3%

Held in common1.3%

End-of-day Nov 5, 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	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.85%	−3.0%	+19.8%	+27.7%	+25.0%	+18.6%	−9.2%	$82M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.85%	−3.0%	+19.8%	+27.7%	+25.0%	+18.6%	−9.2%	$82M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

EINC vs SCHD

EINC

VanEck Energy Income

$23,420

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEINCSCHD

Fee0.46%0.06%

Cost on $10k a year$46$6

Yield4.85%2.98%

5 years, per year+18.6%+10.4%

3 years, per year+25.0%+20.3%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y17.6%11.7%

3–3measures won
level

1.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EINC, SCHD

Today

1.3%most shared, EINC and SCHD

EINCSCHD

EINC—1.3%

SCHD1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$439most kept, EINC

EINC$485 − $46 = $439

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee