EQIN vs SCHD

AEQIN

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,891EQIN · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−5.9%EQIN · worst fall in 1Y

Held in common26.6%EQIN and SCHD

EQIN

SCHD

Columbia U.S. Equity Income ETF · $332MSchwab U.S. Dividend Equity ETF · $121B

+18.4%3 years · per year$16,590 · $17,784+21.2%

+11.1%5 years · per year$16,891 · $16,352+10.3%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

1.88%12-mo yield$188 · $297 on $10k2.97%

−5.9%Worst dropSmaller wins−6.9%

10.5%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEQIN · SCHD

4.4%CVX4.2%

3.8%PG4.3%

3.6%UNH3.9%

3.4%HD4.2%

Held in common26.6%

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

Both

5Y2 funds

#			Trend
1	AEQIN	Columbia U.S. Equity Income ETFRead Desk		0.35%	1.88%	−1.0%	+17.4%	+20.4%	+18.4%	+11.1%	−5.9%	$332M
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

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

Both

5Y2 funds

#			Trend
1	AEQIN	Columbia U.S. Equity Income ETFRead Desk		0.35%	1.88%	−1.0%	+17.4%	+20.4%	+18.4%	+11.1%	−5.9%	$332M
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

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

EQIN vs SCHD

EQIN

Columbia U.S. Equity Income

$16,891

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureEQINSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield1.88%2.97%

5 years, per year+11.1%+10.3%

3 years, per year+18.4%+21.2%

Worst drop · 1Y−5.9%−6.9%

Volatility · 1Y10.5%11.4%

3–3measures won
level

26.6%

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: EQIN, SCHD

Today

26.6%most shared, EQIN and SCHD

EQINSCHD

EQIN—26.6%

SCHD26.6%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

EQIN$188 − $35 = $153

KeptFee

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