EQL vs SCHD

AEQL

BSCHD

Measures won4–2EQL wins · of 6 · 5Y

$10,000 · 5Y$19,025EQL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.2%EQL · worst fall in 1Y

Held in common11.6%EQL and SCHD

EQL

SCHD

ALPS Equal Sector Weight ETF · $787MSchwab U.S. Dividend Equity ETF · $121B

+21.9%3 years · per year$18,116 · $17,908+21.4%

+13.7%5 years · per year$19,025 · $16,881+11.0%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

1.27%12-mo yield$127 · $291 on $10k2.91%

−6.2%Worst dropSmaller wins−6.9%

9.3%VolatilityLower wins11.5%

4–2EQL wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQL · SCHD

1.7%CVX4.2%

1.3%KO4.2%

1.2%PG4.3%

0.7%COP4.1%

Held in common11.6%

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	AEQL	ALPS Equal Sector Weight ETFRead Desk		0.19%	1.27%	+1.5%	+14.6%	+16.7%	+21.9%	+13.7%	−6.2%	$787M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	AEQL	ALPS Equal Sector Weight ETFRead Desk		0.19%	1.27%	+1.5%	+14.6%	+16.7%	+21.9%	+13.7%	−6.2%	$787M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

EQL vs SCHD

EQL

ALPS Equal Sector Weight

$19,025

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureEQLSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.27%2.91%

5 years, per year+13.7%+11.0%

3 years, per year+21.9%+21.4%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y9.3%11.5%

4–2measures won
EQL first

11.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EQL, SCHD

Today

11.6%most shared, EQL and SCHD

EQLSCHD

EQL—11.6%

SCHD11.6%—

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

EQL$127 − $19 = $108

KeptFee

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