JMOM vs SCHD

AJMOM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,606JMOM · SCHD $16,267

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%JMOM and SCHD

JMOM

SCHD

JPMorgan U.S. Momentum Factor ETF · $2.7BSchwab U.S. Dividend Equity ETF · $120B

+24.1%3 years · per year$19,100 · $17,266+20.0%

+10.7%5 years · per year$16,606 · $16,267+10.2%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

0.83%12-mo yield$83 · $300 on $10k3.00%

−13.4%Worst dropSmaller wins−6.9%

18.8%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMOM · SCHD

1.1%MRK3.8%

1.0%TXN4.3%

0.7%QCOM3.6%

0.6%MO3.1%

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	AJMOM	JPMorgan U.S. Momentum Factor ETFRead Desk		0.12%	0.83%	+1.2%	+10.9%	+11.2%	+24.1%	+10.7%	−13.4%	$2.7B
2	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

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	AJMOM	JPMorgan U.S. Momentum Factor ETFRead Desk		0.12%	0.83%	+1.2%	+10.9%	+11.2%	+24.1%	+10.7%	−13.4%	$2.7B
2	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

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

JMOM vs SCHD

JMOM

JPMorgan U.S. Momentum Factor

$16,606

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJMOMSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield0.83%3.00%

5 years, per year+10.7%+10.2%

3 years, per year+24.1%+20.0%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y18.8%11.7%

4–2measures 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: JMOM, SCHD

Today

5.4%most shared, JMOM and SCHD

JMOMSCHD

JMOM—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

JMOM$83 − $12 = $71

KeptFee

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