JULT vs SCHD

AJULT

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,482JULT · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−5.2%JULT · worst fall in 1Y

Held in common[…]JULT and SCHD

JULT

SCHD

AllianzIM U.S. Equity Buffer10 Jul ETF · $58MSchwab U.S. Dividend Equity ETF · $123B

+16.0%3 years · per year$15,600 · $17,414+20.3%

+10.5%5 years · per year$16,482 · $16,375+10.4%

0.74%Expense ratio$74 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−5.2%Worst dropSmaller wins−6.9%

7.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJULT · SCHD

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

Held in common[…]

End-of-day Nov 5, 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	AJULT	AllianzIM U.S. Equity Buffer10 Jul ETFRead Desk		0.74%	0.00%	−3.0%	+5.9%	+7.9%	+16.0%	+10.5%	−5.2%	$58M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AJULT	AllianzIM U.S. Equity Buffer10 Jul ETFRead Desk		0.74%	0.00%	−3.0%	+5.9%	+7.9%	+16.0%	+10.5%	−5.2%	$58M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

JULT vs SCHD

JULT

AllianzIM U.S. Equity Buffer10 Jul

$16,482

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureJULTSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield0.00%2.98%

5 years, per year+10.5%+10.4%

3 years, per year+16.0%+20.3%

Worst drop · 1Y−5.2%−6.9%

Volatility · 1Y7.8%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JULT, SCHD

Today

[…]holdings […]

JULTSCHD

JULT—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

JULT$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee