KBE vs SCHD

AKBE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · KBE $13,677

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 common2.6%KBE and SCHD

KBE

SCHD

State Street SPDR S&P Bank ETF · $1.6BSchwab U.S. Dividend Equity ETF · $120B

+26.1%3 years · per year$20,064 · $17,266+20.0%

+6.5%5 years · per year$13,677 · $16,267+10.2%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

2.23%12-mo yield$223 · $300 on $10k3.00%

−14.6%Worst dropSmaller wins−6.9%

19.7%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBE · SCHD

0.9%FITB1.2%

0.9%RF0.6%

1.0%EWBC0.4%

1.0%COLB0.2%

Held in common2.6%

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%	$120.5B
2	AKBE	State Street SPDR S&P Bank ETFRead Desk		0.35%	2.23%	−0.5%	+10.5%	+18.1%	+26.1%	+6.5%	−14.6%	$1.6B

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%	$120.5B
2	AKBE	State Street SPDR S&P Bank ETFRead Desk		0.35%	2.23%	−0.5%	+10.5%	+18.1%	+26.1%	+6.5%	−14.6%	$1.6B

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

KBE vs SCHD

KBE

SPDR S&P Bank

$13,677

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureKBESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.23%3.00%

5 years, per year+6.5%+10.2%

3 years, per year+26.1%+20.0%

Worst drop · 1Y−14.6%−6.9%

Volatility · 1Y19.7%11.7%

5–1measures won
SCHD first

2.6%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: KBE, SCHD

Today

2.6%most shared, KBE and SCHD

KBESCHD

KBE—2.6%

SCHD2.6%—

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

KBE$223 − $35 = $188

KeptFee

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