JULZ vs SCHD5YJULZJULZAvsBSCHDSCHDTrueshares Structured Outcome (July) ETF · $38MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+16.0%3 years · per year$15,605 · $17,234+19.9%+9.7%5 years · per year$15,853 · $16,418+10.4%Cost and income0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%11.00%12-mo yield$1,100 · $293 on $10k2.93%Risk · 1 yearEnd-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AJULZTrueshares Structured Outcome (July) ETFReadDesk0.79%11.00%+0.9%+8.7%+8.7%+16.0%+9.7%−8.5%$38MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AJULZTrueshares Structured Outcome (July) ETFReadDesk0.79%11.00%+0.9%+8.7%+8.7%+16.0%+9.7%−8.5%$38MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: JULZ, SCHDToday[…]holdings […]JULZSCHDJULZ—[…]SCHD[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
JULZ vs SCHD5YAJULZTrueshares Structured Outcome (July)$15,853vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$13k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: JULZ, SCHDToday[…]holdings […]JULZSCHDJULZ—[…]SCHD[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,021most kept, JULZJULZ$1,100 − $79 = $1,021SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee