NDAA vs SCHD

ANDAA

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%NDAA and SCHD

NDAA

SCHD

Ned Davis Research 360 Dynamic Allocation ETF · $196MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

2.54%12-mo yield$254 · $298 on $10k2.98%

−7.6%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNDAA · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ANDAA	Ned Davis Research 360 Dynamic Allocation ETFRead Desk		0.80%	2.54%	−2.7%	+6.4%	+8.0%	new	new	−7.6%	$196M

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ANDAA	Ned Davis Research 360 Dynamic Allocation ETFRead Desk		0.80%	2.54%	−2.7%	+6.4%	+8.0%	new	new	−7.6%	$196M

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

Cards for this view

NDAA vs SCHD

NDAA

Ned Davis Research 360 Dynamic Allocation

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureNDAASCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield2.54%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y11.6%11.7%

3–1measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NDAA, SCHD

Today

0.0%most shared, NDAA and SCHD

NDAASCHD

NDAA—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

NDAA$254 − $80 = $174

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee