JTEK vs SCHD

AJTEK

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.9%JTEK and SCHD

JTEK

SCHD

JPMorgan U.S. Tech Leaders ETF · $4.2BSchwab U.S. Dividend Equity ETF · $121B

+25.5%3 years · per year$19,744 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $297 on $10k2.97%

−21.9%Worst dropSmaller wins−6.9%

31.3%VolatilityLower wins11.4%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJTEK · SCHD

1.8%TXN4.6%

1.1%ACN3.8%

Held in common2.9%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AJTEK	JPMorgan U.S. Tech Leaders ETFRead Desk		0.65%	0.00%	+1.1%	+2.9%	−4.3%	+25.5%	new	−21.9%	$4.2B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AJTEK	JPMorgan U.S. Tech Leaders ETFRead Desk		0.65%	0.00%	+1.1%	+2.9%	−4.3%	+25.5%	new	−21.9%	$4.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JTEK vs SCHD

JTEK

JPMorgan U.S. Tech Leaders

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureJTEKSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.00%2.97%

5 years, per year[…]+10.3%

3 years, per year+25.5%+21.2%

Worst drop · 1Y−21.9%−6.9%

Volatility · 1Y31.3%11.4%

4–1measures won
SCHD first

2.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JTEK, SCHD

Today

2.9%most shared, JTEK and SCHD

JTEKSCHD

JTEK—2.9%

SCHD2.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

JTEK$0 − $65 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee