KIE vs SCHD

AKIE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,335KIE · SCHD $16,267

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 common2.1%KIE and SCHD

KIE

SCHD

State Street SPDR S&P Insurance ETF · $573MSchwab U.S. Dividend Equity ETF · $120B

+16.1%3 years · per year$15,632 · $17,266+20.0%

+11.6%5 years · per year$17,335 · $16,267+10.2%

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

1.54%12-mo yield$154 · $300 on $10k3.00%

−11.8%Worst dropSmaller wins−6.9%

17.1%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKIE · SCHD

2.0%CINF0.7%

1.7%PFG0.5%

1.7%FNF0.3%

2.0%AFG0.3%

Held in common2.1%

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	AKIE	State Street SPDR S&P Insurance ETFRead Desk		0.35%	1.54%	−1.7%	+8.1%	+13.9%	+16.1%	+11.6%	−11.8%	$573M
2	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

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	AKIE	State Street SPDR S&P Insurance ETFRead Desk		0.35%	1.54%	−1.7%	+8.1%	+13.9%	+16.1%	+11.6%	−11.8%	$573M
2	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

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

KIE vs SCHD

KIE

SPDR S&P Insurance

$17,336

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureKIESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield1.54%3.00%

5 years, per year+11.6%+10.2%

3 years, per year+16.1%+20.0%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y17.1%11.7%

5–1measures won
SCHD first

2.1%

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: KIE, SCHD

Today

2.1%most shared, KIE and SCHD

KIESCHD

KIE—2.1%

SCHD2.1%—

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

KIE$154 − $35 = $119

KeptFee

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