JANZ vs SCHD

AJANZ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · JANZ $15,481

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.8%JANZ · worst fall in 1Y

Held in common[…]JANZ and SCHD

JANZ

SCHD

TrueShares Structured Outcome (January) ETF · $40MSchwab U.S. Dividend Equity ETF · $120B

+15.8%3 years · per year$15,516 · $17,123+19.6%

+9.1%5 years · per year$15,481 · $16,459+10.5%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

1.32%12-mo yield$132 · $296 on $10k2.96%

−6.8%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJANZ · SCHD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	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
2	AJANZ	TrueShares Structured Outcome (January) ETFRead Desk		0.80%	1.32%	+1.9%	+7.7%	+9.2%	+15.8%	+9.1%	−6.8%	$40M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJANZ	TrueShares Structured Outcome (January) ETFRead Desk		0.80%	1.32%	+1.9%	+7.7%	+9.2%	+15.8%	+9.1%	−6.8%	$40M

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

JANZ vs SCHD

JANZ

TrueShares Structured Outcome (January)

$15,481

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJANZSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield1.32%2.96%

5 years, per year+9.1%+10.5%

3 years, per year+15.8%+19.6%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y11.3%11.8%

4–2measures won
SCHD first

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: JANZ, SCHD

Today

[…]holdings […]

JANZSCHD

JANZ—[…]

SCHD[…]—

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

JANZ$132 − $80 = $52

KeptFee

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