JUNZ vs SCHD

AJUNZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JUNZ $14,748

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]JUNZ and SCHD

JUNZ

SCHD

TrueShares Structured Outcome (June) ETF · $29MSchwab U.S. Dividend Equity ETF · $120B

+15.5%3 years · per year$15,408 · $17,266+20.0%

+8.1%5 years · per year$14,748 · $16,267+10.2%

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

2.16%12-mo yield$216 · $300 on $10k3.00%

−8.3%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJUNZ · 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	AJUNZ	TrueShares Structured Outcome (June) ETFRead Desk		0.79%	2.16%	+0.2%	+6.4%	+6.7%	+15.5%	+8.1%	−8.3%	$29M

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	AJUNZ	TrueShares Structured Outcome (June) ETFRead Desk		0.79%	2.16%	+0.2%	+6.4%	+6.7%	+15.5%	+8.1%	−8.3%	$29M

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

JUNZ vs SCHD

JUNZ

TrueShares Structured Outcome (June)

$14,748

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJUNZSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield2.16%3.00%

5 years, per year+8.1%+10.2%

3 years, per year+15.5%+20.0%

Worst drop · 1Y−8.3%−6.9%

Volatility · 1Y10.9%11.7%

5–1measures 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: JUNZ, SCHD

Today

[…]holdings […]

JUNZSCHD

JUNZ—[…]

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

JUNZ$216 − $79 = $137

KeptFee

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