KCE vs SCHD

AKCE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · KCE $16,321

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.2%KCE and SCHD

KCE

SCHD

State Street SPDR S&P Capital Markets ETF · $444MSchwab U.S. Dividend Equity ETF · $123B

+26.3%3 years · per year$20,145 · $17,414+20.3%

+10.3%5 years · per year$16,321 · $16,375+10.4%

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

1.72%12-mo yield$172 · $298 on $10k2.98%

−17.4%Worst dropSmaller wins−6.9%

21.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKCE · SCHD

1.5%BX2.2%

1.6%ARES0.7%

1.6%TROW0.6%

1.7%FHI0.1%

Held in common3.2%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.72%	−3.6%	+5.8%	+10.2%	+26.3%	+10.3%	−17.4%	$444M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.72%	−3.6%	+5.8%	+10.2%	+26.3%	+10.3%	−17.4%	$444M

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

Cards for this view

KCE vs SCHD

KCE

SPDR S&P Capital Markets

$16,321

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureKCESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield1.72%2.98%

5 years, per year+10.3%+10.4%

3 years, per year+26.3%+20.3%

Worst drop · 1Y−17.4%−6.9%

Volatility · 1Y21.4%11.7%

5–1measures won
SCHD first

3.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KCE, SCHD

Today

3.2%most shared, KCE and SCHD

KCESCHD

KCE—3.2%

SCHD3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

KCE$172 − $35 = $137

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee