KRE vs SCHD

AKRE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,178VGT · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common1.9%KRE and SCHD

KRE

SCHD

State Street SPDR S&P Regional Banking ETF · $3.9BSchwab U.S. Dividend Equity ETF · $121B

+26.7%3 years · per year$20,329 · $17,784+21.2%

+2.9%5 years · per year$11,541 · $16,352+10.3%

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

2.21%12-mo yield$221 · $297 on $10k2.97%

−15.0%Worst dropSmaller wins−6.9%

20.5%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKRE · SCHD

1.1%RF0.6%

1.2%EWBC0.4%

1.2%COLB0.2%

1.2%OZK0.1%

Held in common1.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk	0.35%	2.21%	−1.2%	+14.4%	+24.3%	+26.7%	+2.9%	−15.0%	$3.9B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk	0.35%	2.21%	−1.2%	+14.4%	+24.3%	+26.7%	+2.9%	−15.0%	$3.9B

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

Cards for this view

KRE vs SCHD

KRE

SPDR S&P Regional Banking

$11,541

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureKRESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.21%2.97%

5 years, per year+2.9%+10.3%

3 years, per year+26.7%+21.2%

Worst drop · 1Y−15.0%−6.9%

Volatility · 1Y20.5%11.4%

5–1measures won
SCHD first

1.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: KRE, SCHD, VGT

Today

2.2%most shared, SCHD and VGT

KRESCHDVGT

KRE—1.9%0.0%

SCHD1.9%—2.2%

VGT0.0%2.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

KRE$221 − $35 = $186

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee