JGRW vs SCHD

AJGRW

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

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 common6.1%JGRW and SCHD

JGRW

SCHD

Jensen Quality Growth ETF · $63MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

0.38%12-mo yield$38 · $300 on $10k3.00%

−14.1%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJGRW · SCHD

2.9%PG4.5%

2.7%ABT4.0%

1.9%BR0.5%

Held in common6.1%

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	AJGRW	Jensen Quality Growth ETFRead Desk		0.57%	0.38%	−0.7%	+6.4%	+7.5%	new	new	−14.1%	$63M

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	AJGRW	Jensen Quality Growth ETFRead Desk		0.57%	0.38%	−0.7%	+6.4%	+7.5%	new	new	−14.1%	$63M

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

JGRW vs SCHD

JGRW

Jensen Quality Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJGRWSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield0.38%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−14.1%−6.9%

Volatility · 1Y13.3%11.7%

4–0measures won
SCHD first

6.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JGRW, SCHD

Today

6.1%most shared, JGRW and SCHD

JGRWSCHD

JGRW—6.1%

SCHD6.1%—

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

JGRW$38 − $57 = −$19

KeptFee

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