LSAF vs SCHD

ALSAF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,319LSAF · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common2.3%LSAF and SCHD

LSAF

SCHD

LeaderSharesTM AlphaFactor US Core Equity ETF · $136MSchwab U.S. Dividend Equity ETF · $120B

+23.3%3 years · per year$18,757 · $17,266+20.0%

+11.6%5 years · per year$17,319 · $16,267+10.2%

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

0.55%12-mo yield$55 · $300 on $10k3.00%

−6.6%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSAF · SCHD

1.0%COP3.9%

1.0%EOG1.8%

0.8%DINO0.4%

Held in common2.3%

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk	0.75%	0.55%	−1.1%	+25.8%	+29.5%	+23.3%	+11.6%	−6.6%	$136M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk	0.75%	0.55%	−1.1%	+25.8%	+29.5%	+23.3%	+11.6%	−6.6%	$136M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

LSAF vs SCHD

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$17,319

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureLSAFSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.55%3.00%

5 years, per year+11.6%+10.2%

3 years, per year+23.3%+20.0%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y14.5%11.7%

3–3measures won
level

2.3%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LSAF, SCHD, VUG

Today

2.3%most shared, LSAF and SCHD

LSAFSCHDVUG

LSAF—2.3%1.3%

SCHD2.3%—0.8%

VUG1.3%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

LSAF$55 − $75 = −$20

KeptFee

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