HOMZ vs SCHD

AHOMZ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · HOMZ $11,522

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 common4.1%HOMZ and SCHD

HOMZ

SCHD

Hoya Capital Housing ETF · $33MSchwab U.S. Dividend Equity ETF · $120B

+12.0%3 years · per year$14,051 · $17,266+20.0%

+2.9%5 years · per year$11,522 · $16,267+10.2%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

2.81%12-mo yield$281 · $300 on $10k3.00%

−18.5%Worst dropSmaller wins−6.9%

21.1%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHOMZ · SCHD

3.4%HD4.3%

0.6%WSO0.3%

0.6%FNF0.3%

0.7%ORI0.2%

Held in common4.1%

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	AHOMZ	Hoya Capital Housing ETFRead Desk		0.30%	2.81%	−1.8%	−1.6%	+0.5%	+12.0%	+2.9%	−18.5%	$33M

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	AHOMZ	Hoya Capital Housing ETFRead Desk		0.30%	2.81%	−1.8%	−1.6%	+0.5%	+12.0%	+2.9%	−18.5%	$33M

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

HOMZ vs SCHD

HOMZ

Hoya Capital Housing

$11,522

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureHOMZSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield2.81%3.00%

5 years, per year+2.9%+10.2%

3 years, per year+12.0%+20.0%

Worst drop · 1Y−18.5%−6.9%

Volatility · 1Y21.1%11.7%

6–0measures won
SCHD first

4.1%

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: HOMZ, SCHD

Today

4.1%most shared, HOMZ and SCHD

HOMZSCHD

HOMZ—4.1%

SCHD4.1%—

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

HOMZ$281 − $30 = $251

KeptFee

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