KLMT vs SCHD

AKLMT

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

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 common6.3%KLMT and SCHD

KLMT

SCHD

Invesco MSCI Global Climate 500 ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

1.87%12-mo yield$187 · $300 on $10k3.00%

−9.5%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKLMT · SCHD

0.5%PG4.5%

0.5%KO4.3%

0.4%CVX4.0%

0.4%MRK3.8%

Held in common6.3%

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	AKLMT	Invesco MSCI Global Climate 500 ETFRead Desk		0.10%	1.87%	+0.2%	+9.3%	+10.8%	new	new	−9.5%	$1.5B

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	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	AKLMT	Invesco MSCI Global Climate 500 ETFRead Desk		0.10%	1.87%	+0.2%	+9.3%	+10.8%	new	new	−9.5%	$1.5B

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

KLMT vs SCHD

KLMT

Invesco MSCI Global Climate 500

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureKLMTSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield1.87%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y14.5%11.7%

4–0measures won
SCHD first

6.3%

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%

$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: KLMT, SCHD

Today

6.3%most shared, KLMT and SCHD

KLMTSCHD

KLMT—6.3%

SCHD6.3%—

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

KLMT$187 − $10 = $177

KeptFee

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