HDGE vs SCHD

AHDGE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HDGE $7,123

Lowest cost0.06%SCHD · $6 on $10k

Most income3.86%HDGE · $386 on $10k

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

Held in common[…]HDGE and SCHD

HDGE

SCHD

AdvisorShares Active Bear ETF · $40MSchwab U.S. Dividend Equity ETF · $123B

−11.3%3 years · per year$6,983 · $17,414+20.3%

−6.6%5 years · per year$7,123 · $16,375+10.4%

3.41%Expense ratio$341 · $6 on $10k · lower wins0.06%

3.86%12-mo yield$386 · $298 on $10k2.98%

−24.3%Worst dropSmaller wins−6.9%

19.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDGE · SCHD

-1.4%ARES0.7%

-1.9%NXST0.1%

-3.3%PAYX0.9%

-5.2%OZK0.1%

Held in common[…]

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	AHDGE	AdvisorShares Active Bear ETFRead Desk		3.41%	3.86%	+3.4%	−8.7%	−11.0%	−11.3%	−6.6%	−24.3%	$40M

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	AHDGE	AdvisorShares Active Bear ETFRead Desk		3.41%	3.86%	+3.4%	−8.7%	−11.0%	−11.3%	−6.6%	−24.3%	$40M

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

HDGE vs SCHD

HDGE

AdvisorShares Active Bear

$7,123

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureHDGESCHD

Fee3.41%0.06%

Cost on $10k a year$341$6

Yield3.86%2.98%

5 years, per year−6.6%+10.4%

3 years, per year−11.3%+20.3%

Worst drop · 1Y−24.3%−6.9%

Volatility · 1Y19.9%11.7%

5–1measures won
SCHD first

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: HDGE, SCHD

Today

[…]holdings […]

HDGESCHD

HDGE—[…]

SCHD[…]—

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

HDGE$386 − $341 = $45

KeptFee

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