FEBZ vs SCHD

AFEBZ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FEBZ $16,144

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%FEBZ · $294 on $10k

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

Held in common[…]FEBZ and SCHD

FEBZ

SCHD

TrueShares Structured Outcome (February) ETF · $32MSchwab U.S. Dividend Equity ETF · $123B

+16.6%3 years · per year$15,838 · $17,908+21.4%

+10.1%5 years · per year$16,144 · $16,881+11.0%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

2.94%12-mo yield$294 · $291 on $10k2.91%

−7.2%Worst dropSmaller wins−6.9%

10.0%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEBZ · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFEBZ	TrueShares Structured Outcome (February) ETFRead Desk		0.79%	2.94%	+1.3%	+8.8%	+8.3%	+16.6%	+10.1%	−7.2%	$32M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFEBZ	TrueShares Structured Outcome (February) ETFRead Desk		0.79%	2.94%	+1.3%	+8.8%	+8.3%	+16.6%	+10.1%	−7.2%	$32M

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

FEBZ vs SCHD

FEBZ

TrueShares Structured Outcome (February)

$16,144

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFEBZSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield2.94%2.91%

5 years, per year+10.1%+11.0%

3 years, per year+16.6%+21.4%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y10.0%11.5%

4–1measures won
SCHD first

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FEBZ, SCHD

Today

[…]holdings […]

FEBZSCHD

FEBZ—[…]

SCHD[…]—

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

FEBZ$294 − $79 = $215

KeptFee

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