LSAF vs SCHD

ALSAF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,041LSAF · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common2.5%LSAF and SCHD

LSAF

SCHD

LeaderSharesTM AlphaFactor US Core Equity ETF · $133MSchwab U.S. Dividend Equity ETF · $121B

+25.3%3 years · per year$19,671 · $17,908+21.4%

+12.5%5 years · per year$18,041 · $16,881+11.0%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.53%12-mo yield$53 · $291 on $10k2.91%

−6.6%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSAF · SCHD

1.1%COP4.1%

1.0%EOG1.9%

1.0%DINO0.4%

Held in common2.5%

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+2.6%	+29.9%	+33.9%	+25.3%	+12.5%	−6.6%	$133M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+2.6%	+29.9%	+33.9%	+25.3%	+12.5%	−6.6%	$133M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

LSAF vs SCHD

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$18,041

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLSAFSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.53%2.91%

5 years, per year+12.5%+11.0%

3 years, per year+25.3%+21.4%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y14.3%11.5%

3–3measures won
level

2.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LSAF, SCHD

Today

2.5%most shared, LSAF and SCHD

LSAFSCHD

LSAF—2.5%

SCHD2.5%—

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

LSAF$53 − $75 = −$22

KeptFee

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