KVLE vs SCHD

AKVLE

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · KVLE $16,391

Lowest cost0.06%SCHD · $6 on $10k

Most income8.21%KVLE · $821 on $10k

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

Held in common22.8%KVLE and SCHD

KVLE

SCHD

KraneShares Value Line Dynamic Dividend Equity Index ETF · $41MSchwab U.S. Dividend Equity ETF · $123B

+18.5%3 years · per year$16,620 · $17,908+21.4%

+10.4%5 years · per year$16,391 · $16,881+11.0%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

8.21%12-mo yield$821 · $291 on $10k2.91%

−9.6%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKVLE · SCHD

1.9%VZ3.5%

1.9%TXN4.8%

1.8%UPS1.9%

1.8%MO3.0%

Held in common22.8%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk		0.56%	8.21%	+1.8%	+13.4%	+14.0%	+18.5%	+10.4%	−9.6%	$41M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AKVLE	KraneShares Value Line Dynamic Dividend Equity Index ETFRead Desk		0.56%	8.21%	+1.8%	+13.4%	+14.0%	+18.5%	+10.4%	−9.6%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KVLE vs SCHD

KVLE

KraneShares Value Line Dynamic Dividend Equity Index

$16,391

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureKVLESCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield8.21%2.91%

5 years, per year+10.4%+11.0%

3 years, per year+18.5%+21.4%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y11.4%11.5%

4–2measures won
SCHD first

22.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KVLE, SCHD

Today

22.8%most shared, KVLE and SCHD

KVLESCHD

KVLE—22.8%

SCHD22.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$765most kept, KVLE

KVLE$821 − $56 = $765

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee