JHMM vs SCHD

AJHMM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JHMM $13,913

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 common5.4%JHMM and SCHD

JHMM

SCHD

John Hancock Investments - Multifactor Mid Cap ETF · $6.2BSchwab U.S. Dividend Equity ETF · $120B

+18.2%3 years · per year$16,524 · $17,266+20.0%

+6.8%5 years · per year$13,913 · $16,267+10.2%

0.41%Expense ratio$41 · $6 on $10k · lower wins0.06%

0.91%12-mo yield$91 · $300 on $10k3.00%

−8.6%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHMM · SCHD

0.4%DVN1.1%

0.4%FITB1.2%

0.3%BBY0.5%

0.3%DRI0.6%

Held in common5.4%

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%	$120.5B
2	AJHMM	John Hancock Investments - Multifactor Mid Cap ETFRead Desk		0.41%	0.91%	+0.3%	+10.7%	+13.3%	+18.2%	+6.8%	−8.6%	$6.2B

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%	$120.5B
2	AJHMM	John Hancock Investments - Multifactor Mid Cap ETFRead Desk		0.41%	0.91%	+0.3%	+10.7%	+13.3%	+18.2%	+6.8%	−8.6%	$6.2B

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

JHMM vs SCHD

JHMM

John Hancock Investments - Multifactor Mid Cap

$13,913

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJHMMSCHD

Fee0.41%0.06%

Cost on $10k a year$41$6

Yield0.91%3.00%

5 years, per year+6.8%+10.2%

3 years, per year+18.2%+20.0%

Worst drop · 1Y−8.6%−6.9%

Volatility · 1Y14.3%11.7%

6–0measures won
SCHD first

5.4%

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: JHMM, SCHD

Today

5.4%most shared, JHMM and SCHD

JHMMSCHD

JHMM—5.4%

SCHD5.4%—

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

JHMM$91 − $41 = $50

KeptFee

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