KYLD vs SGRT

AKYLD

BSGRT

Measures won3–1KYLD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income36.26%KYLD · $3,626 on $10k

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

Held in common2.9%KYLD and SGRT

KYLD

SGRT

Kurv ETF Trust - Kurv High Income ETF · $44MSMART Earnings Growth 30 ETF · $53M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.24%Expense ratio$124 · $59 on $10k · lower wins0.59%

36.26%12-mo yield$3,626 · $15 on $10k0.15%

−21.1%Worst dropSmaller wins−29.0%

30.3%VolatilityLower wins40.1%

3–1KYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKYLD · SGRT

6.2%AMD2.9%

Held in common2.9%

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

All Three

5Y3 funds

#
1	SCHD	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	AKYLD	Kurv ETF Trust - Kurv High Income ETFRead Desk	1.24%	36.26%	−1.2%	−2.6%	−9.7%	new	new	−21.1%	$44M
3	BSGRT	SMART Earnings Growth 30 ETFRead Desk	0.59%	0.15%	+0.9%	+10.2%	+7.3%	new	new	−29.0%	$53M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	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	AKYLD	Kurv ETF Trust - Kurv High Income ETFRead Desk	1.24%	36.26%	−1.2%	−2.6%	−9.7%	new	new	−21.1%	$44M
3	BSGRT	SMART Earnings Growth 30 ETFRead Desk	0.59%	0.15%	+0.9%	+10.2%	+7.3%	new	new	−29.0%	$53M

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

KYLD vs SGRT

KYLD

Kurv ETF Trust - Kurv High Income

[…]

SGRT

SMART Earnings Growth 30

[…]

MeasureKYLDSGRT

Fee1.24%0.59%

Cost on $10k a year$124$59

Yield36.26%0.15%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−21.1%−29.0%

Volatility · 1Y30.3%40.1%

3–1measures won
KYLD first

2.9%

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: KYLD, SGRT, SCHD

Today

9.7%most shared, SGRT and SCHD

KYLDSGRTSCHD

KYLD—2.9%0.0%

SGRT2.9%—9.7%

SCHD0.0%9.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$3,502most kept, KYLD

KYLD$3,626 − $124 = $3,502

SCHD$300 − $6 = $294

SGRT$15 − $59 = −$44

KeptFee

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