EQL vs SCHD

AEQL

BSCHD

Measures won4–2EQL wins · of 6 · 5Y

$10,000 · 5Y$18,321EQL · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 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 · $776MSchwab U.S. Dividend Equity ETF · $120B

+20.5%3 years · per year$17,489 · $17,414+20.3%

+12.9%5 years · per year$18,321 · $16,375+10.4%

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

1.31%12-mo yield$131 · $298 on $10k2.98%

−6.2%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.7%

4–2EQL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQL · SCHD

1.6%CVX3.9%

1.3%KO4.2%

1.2%PG4.4%

0.6%COP3.8%

Held in common11.6%

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

All Three

5Y3 funds

#
1	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−2.9%	+11.4%	+14.1%	+20.5%	+12.9%	−6.2%	$776M
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%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

All Three

5Y3 funds

#
1	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−2.9%	+11.4%	+14.1%	+20.5%	+12.9%	−6.2%	$776M
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%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

EQL vs SCHD

EQL

ALPS Equal Sector Weight

$18,321

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEQLSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.31%2.98%

5 years, per year+12.9%+10.4%

3 years, per year+20.5%+20.3%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y9.7%11.7%

4–2measures won
EQL first

11.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EQL, SCHD, VIG

Today

37.6%most shared, EQL and VIG

EQLSCHDVIG

EQL—11.6%37.6%

SCHD11.6%—14.5%

VIG37.6%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

EQL$131 − $19 = $112

KeptFee

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