LTTI vs SCHD

ALTTI

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income9.51%LTTI · $951 on $10k

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

Held in common[…]LTTI and SCHD

LTTI

SCHD

FT Vest 20+ Year Treasury & Target Income ETF · $14MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

9.51%12-mo yield$951 · $291 on $10k2.91%

−11.9%Worst dropSmaller wins−6.9%

8.9%VolatilityLower wins11.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLTTI · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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%	$122.9B
3	ALTTI	FT Vest 20+ Year Treasury & Target Income ETFRead Desk	0.65%	9.51%	+0.8%	−3.1%	−4.6%	new	new	−11.9%	$14M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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%	$122.9B
3	ALTTI	FT Vest 20+ Year Treasury & Target Income ETFRead Desk	0.65%	9.51%	+0.8%	−3.1%	−4.6%	new	new	−11.9%	$14M

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

LTTI vs SCHD

LTTI

FT Vest 20+ Year Treasury & Target Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLTTISCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield9.51%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−11.9%−6.9%

Volatility · 1Y8.9%11.5%

2–2measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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: LTTI, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

LTTISCHDVIG

LTTI—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Income After Fees on $10,000

$886most kept, LTTI

LTTI$951 − $65 = $886

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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