NBOS vs SCHD

ANBOS

BSCHD

Measures won3–1NBOS wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income8.45%NBOS · $845 on $10k

Smallest drop−4.7%NBOS · worst fall in 1Y

Held in common[…]NBOS and SCHD

NBOS

SCHD

Neuberger Berman Option Strategy ETF · $529MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

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

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

8.45%12-mo yield$845 · $300 on $10k3.00%

−4.7%Worst dropSmaller wins−6.9%

8.8%VolatilityLower wins11.7%

3–1NBOS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNBOS · 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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%	$119.9B
3	ANBOS	Neuberger Berman Option Strategy ETFRead Desk	0.59%	8.45%	+0.1%	+9.0%	+11.4%	new	new	−4.7%	$529M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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%	$119.9B
3	ANBOS	Neuberger Berman Option Strategy ETFRead Desk	0.59%	8.45%	+0.1%	+9.0%	+11.4%	new	new	−4.7%	$529M

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

NBOS vs SCHD

NBOS

Neuberger Berman Option Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureNBOSSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield8.45%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−4.7%−6.9%

Volatility · 1Y8.8%11.7%

3–1measures won
NBOS 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NBOS, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

NBOSSCHDVYM

NBOS—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

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

Income After Fees on $10,000

$786most kept, NBOS

NBOS$845 − $59 = $786

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

KeptFee

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