HEQQ vs SCHD

AHEQQ

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.8%HEQQ and SCHD

HEQQ

SCHD

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · $29MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.17%12-mo yield$18 · $300 on $10k3.00%

−7.7%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHEQQ · SCHD

0.9%KO4.3%

0.3%BMY3.1%

0.2%ABT4.0%

0.2%UNH3.9%

Held in common1.8%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AHEQQ	JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.17%	+0.6%	+0.7%	+1.3%	new	new	−7.7%	$29M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AHEQQ	JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.17%	+0.6%	+0.7%	+1.3%	new	new	−7.7%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HEQQ vs SCHD

HEQQ

JPMorgan Nasdaq Hedged Equity Laddered Overlay

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureHEQQSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.17%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y10.6%11.7%

3–1measures won
SCHD first

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HEQQ, SCHD

Today

1.8%most shared, HEQQ and SCHD

HEQQSCHD

HEQQ—1.8%

SCHD1.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

HEQQ$18 − $50 = −$33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee