LBAY vs SCHD

ALBAY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · LBAY $14,497

Lowest cost0.06%SCHD · $6 on $10k

Most income3.53%LBAY · $353 on $10k

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

Held in common7.5%LBAY and SCHD

LBAY

SCHD

Leatherback Long/Short Alternative Yield ETF · $18MSchwab U.S. Dividend Equity ETF · $123B

+8.9%3 years · per year$12,922 · $17,908+21.4%

+7.7%5 years · per year$14,497 · $16,881+11.0%

1.27%Expense ratio$127 · $6 on $10k · lower wins0.06%

3.53%12-mo yield$353 · $291 on $10k2.91%

−13.6%Worst dropSmaller wins−6.9%

18.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLBAY · SCHD

4.4%MO3.0%

2.1%HD4.1%

4.0%CMCSA2.0%

4.4%ORI0.2%

Held in common7.5%

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	ALBAY	Leatherback Long/Short Alternative Yield ETFRead Desk		1.27%	3.53%	+3.8%	+22.0%	+26.0%	+8.9%	+7.7%	−13.6%	$18M

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	ALBAY	Leatherback Long/Short Alternative Yield ETFRead Desk		1.27%	3.53%	+3.8%	+22.0%	+26.0%	+8.9%	+7.7%	−13.6%	$18M

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

LBAY vs SCHD

LBAY

Leatherback Long/Short Alternative Yield

$14,497

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLBAYSCHD

Fee1.27%0.06%

Cost on $10k a year$127$6

Yield3.53%2.91%

5 years, per year+7.7%+11.0%

3 years, per year+8.9%+21.4%

Worst drop · 1Y−13.6%−6.9%

Volatility · 1Y18.6%11.5%

5–1measures won
SCHD first

7.5%

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: LBAY, SCHD

Today

7.5%most shared, LBAY and SCHD

LBAYSCHD

LBAY—7.5%

SCHD7.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LBAY$353 − $127 = $226

KeptFee

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