JULW vs SCHD

AJULW

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JULW $15,163

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−3.0%JULW · worst fall in 1Y

Held in common[…]JULW and SCHD

JULW

SCHD

AllianzIM U.S. Equity Buffer20 Jul ETF · $250MSchwab U.S. Dividend Equity ETF · $120B

+11.8%3 years · per year$13,958 · $17,266+20.0%

+8.7%5 years · per year$15,163 · $16,267+10.2%

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

0.00%12-mo yield$0 · $300 on $10k3.00%

−3.0%Worst dropSmaller wins−6.9%

5.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJULW · SCHD

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

Held in common[…]

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%	$119.9B
2	AJULW	AllianzIM U.S. Equity Buffer20 Jul ETFRead Desk		0.74%	0.00%	+0.1%	+4.6%	+6.0%	+11.8%	+8.7%	−3.0%	$250M

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%	$119.9B
2	AJULW	AllianzIM U.S. Equity Buffer20 Jul ETFRead Desk		0.74%	0.00%	+0.1%	+4.6%	+6.0%	+11.8%	+8.7%	−3.0%	$250M

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

JULW vs SCHD

JULW

AllianzIM U.S. Equity Buffer20 Jul

$15,163

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJULWSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield0.00%3.00%

5 years, per year+8.7%+10.2%

3 years, per year+11.8%+20.0%

Worst drop · 1Y−3.0%−6.9%

Volatility · 1Y5.0%11.7%

4–2measures won
SCHD first

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JULW, SCHD

Today

[…]holdings […]

JULWSCHD

JULW—[…]

SCHD[…]—

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

JULW$0 − $74 = −$74

KeptFee

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