HDG vs SCHD

AHDG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HDG $11,422

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−4.0%HDG · worst fall in 1Y

Held in common0.3%HDG and SCHD

HDG

SCHD

ProShares - Hedge Replication ETF · $22MSchwab U.S. Dividend Equity ETF · $123B

+7.3%3 years · per year$12,339 · $17,414+20.3%

+2.7%5 years · per year$11,422 · $16,375+10.4%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

2.33%12-mo yield$233 · $298 on $10k2.98%

−4.0%Worst dropSmaller wins−6.9%

6.6%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDG · SCHD

0.0%MUR0.1%

0.0%MC0.1%

0.0%KFY0.1%

0.0%CVBF0.1%

Held in common0.3%

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	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
2	AHDG	ProShares - Hedge Replication ETFRead Desk		0.95%	2.33%	−1.5%	+4.5%	+5.7%	+7.3%	+2.7%	−4.0%	$22M

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	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
2	AHDG	ProShares - Hedge Replication ETFRead Desk		0.95%	2.33%	−1.5%	+4.5%	+5.7%	+7.3%	+2.7%	−4.0%	$22M

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

HDG vs SCHD

HDG

ProShares - Hedge Replication

$11,422

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureHDGSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield2.33%2.98%

5 years, per year+2.7%+10.4%

3 years, per year+7.3%+20.3%

Worst drop · 1Y−4.0%−6.9%

Volatility · 1Y6.6%11.7%

4–2measures won
SCHD first

0.3%

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: HDG, SCHD

Today

0.3%most shared, HDG and SCHD

HDGSCHD

HDG—0.3%

SCHD0.3%—

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

HDG$233 − $95 = $138

KeptFee

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