INFL vs SCHD

AINFL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,791INFL · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%INFL and SCHD

INFL

SCHD

Horizon Kinetics Inflation Beneficiaries ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+19.9%3 years · per year$17,226 · $17,414+20.3%

+10.9%5 years · per year$16,791 · $16,375+10.4%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

0.82%12-mo yield$82 · $298 on $10k2.98%

−12.2%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsINFL · SCHD

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

Held in common0.0%

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	AINFL	Horizon Kinetics Inflation Beneficiaries ETFRead Desk		0.85%	0.82%	−1.5%	+11.2%	+15.2%	+19.9%	+10.9%	−12.2%	$1.5B
2	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

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	AINFL	Horizon Kinetics Inflation Beneficiaries ETFRead Desk		0.85%	0.82%	−1.5%	+11.2%	+15.2%	+19.9%	+10.9%	−12.2%	$1.5B
2	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

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

INFL vs SCHD

INFL

Horizon Kinetics Inflation Beneficiaries

$16,791

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureINFLSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield0.82%2.98%

5 years, per year+10.9%+10.4%

3 years, per year+19.9%+20.3%

Worst drop · 1Y−12.2%−6.9%

Volatility · 1Y16.9%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

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: INFL, SCHD

Today

0.0%most shared, INFL and SCHD

INFLSCHD

INFL—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

INFL$82 − $85 = −$3

KeptFee

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