GRNI vs SCHD

AGRNI

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.98%GRNI · $998 on $10k

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

Held in common6.7%GRNI and SCHD

GRNI

SCHD

Fundstrat Granny Shots US Large Cap & Income ETF · $52MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

9.98%12-mo yield$998 · $300 on $10k3.00%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsGRNI · SCHD

2.7%UNH3.9%

2.7%LMT2.8%

2.4%OKE1.3%

Held in common6.7%

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	AGRNI	Fundstrat Granny Shots US Large Cap & Income ETFRead Desk		0.99%	9.98%	+2.0%	+1.7%	new	new	new	[…]	$52M

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	AGRNI	Fundstrat Granny Shots US Large Cap & Income ETFRead Desk		0.99%	9.98%	+2.0%	+1.7%	new	new	new	[…]	$52M

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

GRNI vs SCHD

GRNI

Fundstrat Granny Shots US Large Cap & Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGRNISCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield9.98%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

1–1measures won
level

6.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GRNI, SCHD

Today

6.7%most shared, GRNI and SCHD

GRNISCHD

GRNI—6.7%

SCHD6.7%—

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

Income After Fees on $10,000

$899most kept, GRNI

GRNI$998 − $99 = $899

SCHD$300 − $6 = $294

KeptFee

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