NELS vs SCHD

ANELS

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.6%NELS and SCHD

NELS

SCHD

Collaborative Investment Series Trust - Nelson Select ETF · $82MSchwab U.S. Dividend Equity ETF · $123B

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

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

1.81%Expense ratio$181 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $291 on $10k2.91%

−9.3%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins11.5%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNELS · SCHD

1.5%LMT3.1%

1.2%KO4.2%

1.1%UNH4.0%

1.0%MRK3.7%

Held in common7.6%

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

Both

5Y2 funds

#			Trend
1	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
2	ANELS	Collaborative Investment Series Trust - Nelson Select ETFRead Desk		1.81%	0.00%	+1.2%	+12.4%	+12.0%	new	new	−9.3%	$82M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ANELS	Collaborative Investment Series Trust - Nelson Select ETFRead Desk		1.81%	0.00%	+1.2%	+12.4%	+12.0%	new	new	−9.3%	$82M

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

NELS vs SCHD

NELS

Collaborative Investment Series Trust - Nelson Select

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureNELSSCHD

Fee1.81%0.06%

Cost on $10k a year$181$6

Yield0.00%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y13.5%11.5%

4–0measures won
SCHD first

7.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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: NELS, SCHD

Today

7.6%most shared, NELS and SCHD

NELSSCHD

NELS—7.6%

SCHD7.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

NELS$0 − $181 = −$181

KeptFee

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