IGPT vs SCHD

AIGPT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,659IGPT · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.7%IGPT and SCHD

IGPT

SCHD

Invesco AI and Next Gen Software ETF · $1.1BSchwab U.S. Dividend Equity ETF · $120B

+34.1%3 years · per year$24,111 · $17,123+19.6%

+10.7%5 years · per year$16,659 · $16,459+10.5%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $296 on $10k2.96%

−32.5%Worst dropSmaller wins−6.9%

41.7%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGPT · SCHD

2.7%QCOM3.9%

Held in common2.7%

End-of-day Nov 9, 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	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+5.2%	+33.1%	+34.8%	+34.1%	+10.7%	−32.5%	$1.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+5.2%	+33.1%	+34.8%	+34.1%	+10.7%	−32.5%	$1.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGPT vs SCHD

IGPT

Invesco AI and Next Gen Software

$16,659

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureIGPTSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield0.00%2.96%

5 years, per year+10.7%+10.5%

3 years, per year+34.1%+19.6%

Worst drop · 1Y−32.5%−6.9%

Volatility · 1Y41.7%11.8%

4–2measures won
SCHD first

2.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IGPT, SCHD, DRAM

Today

14.1%most shared, IGPT and DRAM

IGPTSCHDDRAM

IGPT—2.7%14.1%

SCHD2.7%—0.0%

DRAM14.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IGPT$0 − $57 = −$57

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee