NBCM vs SCHD

ANBCM

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,353GLD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income6.46%NBCM · $646 on $10k

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

Held in common[…]NBCM and SCHD

NBCM

SCHD

Neuberger Berman Commodity Strategy ETF · $551MSchwab U.S. Dividend Equity ETF · $120B

+16.4%3 years · per year$15,778 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.76%Expense ratio$76 · $6 on $10k · lower wins0.06%

6.46%12-mo yield$646 · $300 on $10k3.00%

−14.8%Worst dropSmaller wins−6.9%

18.7%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNBCM · SCHD

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

Held in common[…]

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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
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	ANBCM	Neuberger Berman Commodity Strategy ETFRead Desk	0.76%	6.46%	−0.2%	+30.9%	+34.4%	+16.4%	new	−14.8%	$551M

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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
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	ANBCM	Neuberger Berman Commodity Strategy ETFRead Desk	0.76%	6.46%	−0.2%	+30.9%	+34.4%	+16.4%	new	−14.8%	$551M

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

NBCM vs SCHD

NBCM

Neuberger Berman Commodity Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureNBCMSCHD

Fee0.76%0.06%

Cost on $10k a year$76$6

Yield6.46%3.00%

5 years, per year[…]+10.2%

3 years, per year+16.4%+20.0%

Worst drop · 1Y−14.8%−6.9%

Volatility · 1Y18.7%11.7%

4–1measures won
SCHD first

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.5BAssets$135B

2–0GLDM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NBCM, SCHD, GLD

Today

[…]holdings […]

NBCMSCHDGLD

NBCM—[…][…]

SCHD[…]—[…]

GLD[…][…]—

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

Income After Fees on $10,000

$570most kept, NBCM

NBCM$646 − $76 = $570

SCHD$300 − $6 = $294

GLD$0 − $40 = −$40

KeptFee

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