GSEW vs SCHD

AGSEW

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · GSEW $14,832

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.7%GSEW and SCHD

GSEW

SCHD

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · $2.2BSchwab U.S. Dividend Equity ETF · $120B

+20.1%3 years · per year$17,312 · $17,123+19.6%

+8.2%5 years · per year$14,832 · $16,459+10.5%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.38%12-mo yield$138 · $296 on $10k2.96%

−7.7%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSEW · SCHD

0.4%KMB0.9%

0.2%HSY0.6%

0.2%COP3.9%

0.2%EOG1.9%

Held in common8.7%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AGSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETFRead Desk		0.09%	1.38%	+2.7%	+15.7%	+18.7%	+20.1%	+8.2%	−7.7%	$2.2B

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AGSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETFRead Desk		0.09%	1.38%	+2.7%	+15.7%	+18.7%	+20.1%	+8.2%	−7.7%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GSEW vs SCHD

GSEW

Goldman Sachs Equal Weight U.S. Large Cap Equity

$14,832

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGSEWSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.38%2.96%

5 years, per year+8.2%+10.5%

3 years, per year+20.1%+19.6%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y12.9%11.8%

5–1measures won
SCHD first

8.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: GSEW, SCHD

Today

8.7%most shared, GSEW and SCHD

GSEWSCHD

GSEW—8.7%

SCHD8.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

GSEW$138 − $9 = $129

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee