JULW vs SCHD

AJULW

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 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 · $253MSchwab U.S. Dividend Equity ETF · $121B

+12.8%3 years · per year$14,362 · $17,784+21.2%

+9.0%5 years · per year$15,358 · $16,352+10.3%

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

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

−3.0%Worst dropSmaller wins−6.9%

4.5%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJULW · SCHD

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	AJULW	AllianzIM U.S. Equity Buffer20 Jul ETFRead Desk	0.74%	0.00%	+0.1%	+5.8%	+7.2%	+12.8%	+9.0%	−3.0%	$253M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	AJULW	AllianzIM U.S. Equity Buffer20 Jul ETFRead Desk	0.74%	0.00%	+0.1%	+5.8%	+7.2%	+12.8%	+9.0%	−3.0%	$253M

End-of-day Nov 4, 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

$15,358

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureJULWSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield0.00%2.97%

5 years, per year+9.0%+10.3%

3 years, per year+12.8%+21.2%

Worst drop · 1Y−3.0%−6.9%

Volatility · 1Y4.5%11.4%

4–2measures won
SCHD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 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 4, 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 4, 2026

Overlap: JULW, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

JULWSCHDVIG

JULW—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

JULW$0 − $74 = −$74

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee