GLDI vs SCHD

AGLDI

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,983GLDI · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income27.98%GLDI · $2,798 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]GLDI and SCHD

GLDI

SCHD

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176MSchwab U.S. Dividend Equity ETF · $120B

+17.4%3 years · per year$16,192 · $17,266+20.0%

+11.2%5 years · per year$16,983 · $16,267+10.2%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

27.98%12-mo yield$2,798 · $300 on $10k3.00%

−16.0%Worst dropSmaller wins−6.9%

18.6%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDI · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M
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
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M
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
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

GLDI vs SCHD

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,983

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGLDISCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield27.98%3.00%

5 years, per year+11.2%+10.2%

3 years, per year+17.4%+20.0%

Worst drop · 1Y−16.0%−6.9%

Volatility · 1Y18.6%11.7%

4–2measures won
SCHD first

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: GLDI, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

GLDISCHDJEPI

GLDI—[…][…]

SCHD[…]—8.2%

JEPI[…]8.2%—

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

Income After Fees on $10,000

$2,733most kept, GLDI

GLDI$2,798 − $65 = $2,733

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

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