HLAL vs SCHD

AHLAL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,400HLAL · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common6.4%HLAL and SCHD

HLAL

SCHD

Wahed FTSE USA Shariah ETF · $901MSchwab U.S. Dividend Equity ETF · $120B

+19.3%3 years · per year$16,997 · $17,266+20.0%

+11.7%5 years · per year$17,400 · $16,267+10.2%

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

0.40%12-mo yield$40 · $300 on $10k3.00%

−11.7%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHLAL · SCHD

1.0%CVX4.0%

1.0%PG4.5%

1.0%KO4.3%

0.7%TXN4.3%

Held in common6.4%

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

All Three

5Y3 funds

#
1	AHLAL	Wahed FTSE USA Shariah ETFRead Desk	0.50%	0.40%	+0.8%	+10.2%	+11.9%	+19.3%	+11.7%	−11.7%	$901M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	AHLAL	Wahed FTSE USA Shariah ETFRead Desk	0.50%	0.40%	+0.8%	+10.2%	+11.9%	+19.3%	+11.7%	−11.7%	$901M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

HLAL vs SCHD

HLAL

Wahed FTSE USA Shariah

$17,400

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureHLALSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.40%3.00%

5 years, per year+11.7%+10.2%

3 years, per year+19.3%+20.0%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y16.7%11.7%

5–1measures won
SCHD first

6.4%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: HLAL, SCHD, VUG

Today

66.8%most shared, HLAL and VUG

HLALSCHDVUG

HLAL—6.4%66.8%

SCHD6.4%—0.8%

VUG66.8%0.8%—

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

VUG$42 − $3 = $39

HLAL$40 − $50 = −$10

KeptFee

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