GINN vs SCHD

AGINN

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · GINN $12,960

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 common5.0%GINN and SCHD

GINN

SCHD

Goldman Sachs Innovate Equity ETF · $173MSchwab U.S. Dividend Equity ETF · $120B

+22.0%3 years · per year$18,179 · $17,266+20.0%

+5.3%5 years · per year$12,960 · $16,267+10.2%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

1.18%12-mo yield$118 · $300 on $10k3.00%

−13.2%Worst dropSmaller wins−6.9%

17.1%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsGINN · SCHD

0.7%MRK3.8%

0.6%ABT4.0%

0.6%AMGN4.1%

0.5%LMT2.8%

Held in common5.0%

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	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
2	AGINN	Goldman Sachs Innovate Equity ETFRead Desk		0.50%	1.18%	+0.2%	+7.2%	+5.8%	+22.0%	+5.3%	−13.2%	$173M

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	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
2	AGINN	Goldman Sachs Innovate Equity ETFRead Desk		0.50%	1.18%	+0.2%	+7.2%	+5.8%	+22.0%	+5.3%	−13.2%	$173M

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

GINN vs SCHD

GINN

Goldman Sachs Innovate Equity

$12,960

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGINNSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield1.18%3.00%

5 years, per year+5.3%+10.2%

3 years, per year+22.0%+20.0%

Worst drop · 1Y−13.2%−6.9%

Volatility · 1Y17.1%11.7%

5–1measures won
SCHD first

5.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GINN, SCHD

Today

5.0%most shared, GINN and SCHD

GINNSCHD

GINN—5.0%

SCHD5.0%—

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

GINN$118 − $50 = $68

KeptFee

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