KOOL vs SCHD

AKOOL

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

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 common1.8%KOOL and SCHD

KOOL

SCHD

North Shore Equity Rotation ETF · $57MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

1.32%Expense ratio$132 · $6 on $10k · lower wins0.06%

0.45%12-mo yield$45 · $298 on $10k2.98%

−9.4%Worst dropSmaller wins−6.9%

15.4%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKOOL · SCHD

2.2%ADM0.8%

0.5%CVX3.9%

0.5%EOG1.8%

Held in common1.8%

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	AKOOL	North Shore Equity Rotation ETFRead Desk		1.32%	0.45%	−4.4%	+7.4%	+7.5%	new	new	−9.4%	$57M

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	AKOOL	North Shore Equity Rotation ETFRead Desk		1.32%	0.45%	−4.4%	+7.4%	+7.5%	new	new	−9.4%	$57M

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

KOOL vs SCHD

KOOL

North Shore Equity Rotation

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureKOOLSCHD

Fee1.32%0.06%

Cost on $10k a year$132$6

Yield0.45%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.4%11.7%

4–0measures won
SCHD first

1.8%

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: KOOL, SCHD

Today

1.8%most shared, KOOL and SCHD

KOOLSCHD

KOOL—1.8%

SCHD1.8%—

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

KOOL$45 − $132 = −$87

KeptFee

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