EQWL vs SCHD

AEQWL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,965EQWL · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common20.7%EQWL and SCHD

EQWL

SCHD

Invesco S&P 100 Equal Weight ETF · $2.7BSchwab U.S. Dividend Equity ETF · $120B

+21.0%3 years · per year$17,718 · $17,266+20.0%

+11.2%5 years · per year$16,965 · $16,267+10.2%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.60%12-mo yield$160 · $300 on $10k3.00%

−7.8%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEQWL · SCHD

1.5%ACN3.9%

1.2%AMGN4.1%

1.2%PG4.5%

1.2%MO3.1%

Held in common20.7%

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	AEQWL	Invesco S&P 100 Equal Weight ETFRead Desk		0.30%	1.60%	−0.3%	+11.0%	+13.9%	+21.0%	+11.2%	−7.8%	$2.7B
2	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

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	AEQWL	Invesco S&P 100 Equal Weight ETFRead Desk		0.30%	1.60%	−0.3%	+11.0%	+13.9%	+21.0%	+11.2%	−7.8%	$2.7B
2	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

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

EQWL vs SCHD

EQWL

Invesco S&P 100 Equal Weight

$16,965

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEQWLSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.60%3.00%

5 years, per year+11.2%+10.2%

3 years, per year+21.0%+20.0%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y11.4%11.7%

3–3measures won
level

20.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EQWL, SCHD

Today

20.7%most shared, EQWL and SCHD

EQWLSCHD

EQWL—20.7%

SCHD20.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EQWL$160 − $30 = $130

KeptFee

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