GSPY vs SCHD

AGSPY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,631GSPY · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common13.0%GSPY and SCHD

GSPY

SCHD

Gotham Enhanced 500 ETF · $703MSchwab U.S. Dividend Equity ETF · $123B

+22.4%3 years · per year$18,328 · $17,414+20.3%

+12.0%5 years · per year$17,631 · $16,375+10.4%

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

2.36%12-mo yield$236 · $298 on $10k2.98%

−8.6%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSPY · SCHD

1.3%UNH3.9%

1.3%MRK3.8%

0.8%TXN4.7%

0.8%KO4.2%

Held in common13.0%

End-of-day Nov 5, 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	AGSPY	Gotham Enhanced 500 ETFRead Desk		0.65%	2.36%	−4.1%	+10.7%	+13.0%	+22.4%	+12.0%	−8.6%	$703M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AGSPY	Gotham Enhanced 500 ETFRead Desk		0.65%	2.36%	−4.1%	+10.7%	+13.0%	+22.4%	+12.0%	−8.6%	$703M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

GSPY vs SCHD

GSPY

Gotham Enhanced 500

$17,631

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureGSPYSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield2.36%2.98%

5 years, per year+12.0%+10.4%

3 years, per year+22.4%+20.3%

Worst drop · 1Y−8.6%−6.9%

Volatility · 1Y13.7%11.7%

4–2measures won
SCHD first

13.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GSPY, SCHD

Today

13.0%most shared, GSPY and SCHD

GSPYSCHD

GSPY—13.0%

SCHD13.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GSPY$236 − $65 = $171

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee