GQI vs SCHD

AGQI

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.81%GQI · $881 on $10k

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

Held in common6.4%GQI and SCHD

GQI

SCHD

Natixis Gateway Quality Income ETF · $304MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

8.81%12-mo yield$881 · $297 on $10k2.97%

−7.0%Worst dropSmaller wins−6.9%

9.4%VolatilityLower wins11.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGQI · SCHD

1.2%LMT3.1%

1.0%FAST1.4%

0.6%ACN3.8%

0.6%KMB0.8%

Held in common6.4%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AGQI	Natixis Gateway Quality Income ETFRead Desk		0.34%	8.81%	+0.1%	+12.6%	+15.4%	new	new	−7.0%	$304M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AGQI	Natixis Gateway Quality Income ETFRead Desk		0.34%	8.81%	+0.1%	+12.6%	+15.4%	new	new	−7.0%	$304M

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

Cards for this view

GQI vs SCHD

GQI

Natixis Gateway Quality Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureGQISCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield8.81%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y9.4%11.4%

2–2measures won
level

6.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GQI, SCHD

Today

6.4%most shared, GQI and SCHD

GQISCHD

GQI—6.4%

SCHD6.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$847most kept, GQI

GQI$881 − $34 = $847

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee