GGTL vs SCHD

AGGTL

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.1%GGTL and SCHD

GGTL

SCHD

Gabelli Global Technology Leaders ETF · $15MSchwab U.S. Dividend Equity ETF · $121B

+19.5%3 years · per year$17,058 · $17,908+21.4%

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

0.90%Expense ratio$90 · $6 on $10k · lower wins0.06%

0.92%12-mo yield$92 · $291 on $10k2.91%

−17.9%Worst dropSmaller wins−6.9%

25.2%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsGGTL · SCHD

2.4%TXN4.8%

0.7%QCOM3.8%

Held in common3.1%

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	AGGTL	Gabelli Global Technology Leaders ETFRead Desk		0.90%	0.92%	+0.1%	+13.7%	+11.4%	+19.5%	new	−17.9%	$15M

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	AGGTL	Gabelli Global Technology Leaders ETFRead Desk		0.90%	0.92%	+0.1%	+13.7%	+11.4%	+19.5%	new	−17.9%	$15M

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

GGTL vs SCHD

GGTL

Gabelli Global Technology Leaders

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureGGTLSCHD

Fee0.90%0.06%

Cost on $10k a year$90$6

Yield0.92%2.91%

5 years, per year[…]+11.0%

3 years, per year+19.5%+21.4%

Worst drop · 1Y−17.9%−6.9%

Volatility · 1Y25.2%11.5%

5–0measures won
SCHD first

3.1%

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: GGTL, SCHD

Today

3.1%most shared, GGTL and SCHD

GGTLSCHD

GGTL—3.1%

SCHD3.1%—

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

GGTL$92 − $90 = $2

KeptFee

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