HAIL vs SCHD

AHAIL

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · HAIL $6,208

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.5%HAIL and SCHD

HAIL

SCHD

State Street SPDR S&P Kensho Smart Mobility ETF · $16MSchwab U.S. Dividend Equity ETF · $121B

+9.5%3 years · per year$13,146 · $17,908+21.4%

−9.1%5 years · per year$6,208 · $16,881+11.0%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

2.13%12-mo yield$213 · $291 on $10k2.91%

−29.8%Worst dropSmaller wins−6.9%

31.8%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAIL · SCHD

1.5%QCOM3.8%

1.0%F1.1%

Held in common2.5%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk		0.45%	2.13%	+1.3%	−3.7%	−10.8%	+9.5%	−9.1%	−29.8%	$16M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk		0.45%	2.13%	+1.3%	−3.7%	−10.8%	+9.5%	−9.1%	−29.8%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAIL vs SCHD

HAIL

SPDR S&P Kensho Smart Mobility

$6,208

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureHAILSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield2.13%2.91%

5 years, per year−9.1%+11.0%

3 years, per year+9.5%+21.4%

Worst drop · 1Y−29.8%−6.9%

Volatility · 1Y31.8%11.5%

6–0measures won
SCHD first

2.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HAIL, SCHD

Today

2.5%most shared, HAIL and SCHD

HAILSCHD

HAIL—2.5%

SCHD2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

HAIL$213 − $45 = $168

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee