JOET vs SCHD

AJOET

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JOET $14,095

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 common11.6%JOET and SCHD

JOET

SCHD

Virtus Terranova U.S. Quality Momentum ETF · $230MSchwab U.S. Dividend Equity ETF · $120B

+18.2%3 years · per year$16,514 · $17,266+20.0%

+7.1%5 years · per year$14,095 · $16,267+10.2%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

0.63%12-mo yield$63 · $300 on $10k3.00%

−10.4%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJOET · SCHD

0.9%ACN3.9%

0.9%ADP2.9%

0.9%AMGN4.1%

0.9%FAST1.4%

Held in common11.6%

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	AJOET	Virtus Terranova U.S. Quality Momentum ETFRead Desk		0.29%	0.63%	+0.4%	+3.1%	+2.4%	+18.2%	+7.1%	−10.4%	$230M

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	AJOET	Virtus Terranova U.S. Quality Momentum ETFRead Desk		0.29%	0.63%	+0.4%	+3.1%	+2.4%	+18.2%	+7.1%	−10.4%	$230M

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

JOET vs SCHD

JOET

Virtus Terranova U.S. Quality Momentum

$14,095

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJOETSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield0.63%3.00%

5 years, per year+7.1%+10.2%

3 years, per year+18.2%+20.0%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y14.6%11.7%

6–0measures won
SCHD first

11.6%

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: JOET, SCHD

Today

11.6%most shared, JOET and SCHD

JOETSCHD

JOET—11.6%

SCHD11.6%—

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

JOET$63 − $29 = $34

KeptFee

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