HTAB vs SCHD

AHTAB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HTAB $10,299

Lowest cost0.06%SCHD · $6 on $10k

Most income3.90%HTAB · $390 on $10k

Smallest drop−6.4%HTAB · worst fall in 1Y

Held in common[…]HTAB and SCHD

HTAB

SCHD

Hartford Schroders Tax-Aware Bond ETF · $224MSchwab U.S. Dividend Equity ETF · $120B

+5.4%3 years · per year$11,721 · $17,414+20.3%

+0.6%5 years · per year$10,299 · $16,375+10.4%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

3.90%12-mo yield$390 · $298 on $10k2.98%

−6.4%Worst dropSmaller wins−6.9%

4.1%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHTAB · SCHD

They share no top holdings, or holdings aren’t on file […]

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%	$120.5B
2	AHTAB	Hartford Schroders Tax-Aware Bond ETFRead Desk		0.39%	3.90%	+0.4%	+0.2%	0.0%	+5.4%	+0.6%	−6.4%	$224M

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%	$120.5B
2	AHTAB	Hartford Schroders Tax-Aware Bond ETFRead Desk		0.39%	3.90%	+0.4%	+0.2%	0.0%	+5.4%	+0.6%	−6.4%	$224M

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

HTAB vs SCHD

HTAB

Hartford Schroders Tax-Aware Bond

$10,299

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureHTABSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield3.90%2.98%

5 years, per year+0.6%+10.4%

3 years, per year+5.4%+20.3%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y4.1%11.7%

3–3measures won
level

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HTAB, SCHD

Today

[…]holdings […]

HTABSCHD

HTAB—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$351most kept, HTAB

HTAB$390 − $39 = $351

SCHD$298 − $6 = $292

KeptFee

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