JULJ vs SCHD

AJULJ

BSCHD

Measures won3–2JULJ wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.67%JULJ · $567 on $10k

Smallest drop−1.0%JULJ · worst fall in 1Y

Held in common[…]JULJ and SCHD

JULJ

SCHD

Innovator Premium Income 30 Barrier ETF · $14MSchwab U.S. Dividend Equity ETF · $120B

+5.9%3 years · per year$11,863 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

5.67%12-mo yield$567 · $296 on $10k2.96%

−1.0%Worst dropSmaller wins−6.9%

2.0%VolatilityLower wins11.8%

3–2JULJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJULJ · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJULJ	Innovator Premium Income 30 Barrier ETFRead Desk		0.79%	5.67%	+0.6%	+4.0%	+5.2%	+5.9%	new	−1.0%	$14M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJULJ	Innovator Premium Income 30 Barrier ETFRead Desk		0.79%	5.67%	+0.6%	+4.0%	+5.2%	+5.9%	new	−1.0%	$14M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JULJ vs SCHD

JULJ

Innovator Premium Income 30 Barrier

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJULJSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield5.67%2.96%

5 years, per year[…]+10.5%

3 years, per year+5.9%+19.6%

Worst drop · 1Y−1.0%−6.9%

Volatility · 1Y2.0%11.8%

3–2measures won
JULJ first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JULJ, SCHD

Today

[…]holdings […]

JULJSCHD

JULJ—[…]

SCHD[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$488most kept, JULJ

JULJ$567 − $79 = $488

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee