GEND vs SCHD

AGEND

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.3%GEND · worst fall in 1Y

Held in common29.6%GEND and SCHD

GEND

SCHD

Genter Capital Dividend Income ETF · $6MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

2.79%12-mo yield$279 · $291 on $10k2.91%

−6.3%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGEND · SCHD

4.1%CVX4.2%

5.6%ACN3.7%

3.6%MRK3.7%

3.1%PEP3.8%

Held in common29.6%

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	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
2	AGEND	Genter Capital Dividend Income ETFRead Desk		0.38%	2.79%	+1.5%	+24.8%	+29.3%	new	new	−6.3%	$6M

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%	$121.5B
2	AGEND	Genter Capital Dividend Income ETFRead Desk		0.38%	2.79%	+1.5%	+24.8%	+29.3%	new	new	−6.3%	$6M

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

GEND vs SCHD

GEND

Genter Capital Dividend Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureGENDSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield2.79%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y10.9%11.5%

2–2measures won
level

29.6%

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: GEND, SCHD

Today

29.6%most shared, GEND and SCHD

GENDSCHD

GEND—29.6%

SCHD29.6%—

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

GEND$279 − $38 = $241

KeptFee

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