NFRA vs SCHD

ANFRA

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · NFRA $13,443

Lowest cost0.06%SCHD · $6 on $10k

Most income5.64%NFRA · $564 on $10k

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

Held in common4.6%NFRA and SCHD

NFRA

SCHD

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BSchwab U.S. Dividend Equity ETF · $123B

+15.8%3 years · per year$15,521 · $17,908+21.4%

+6.1%5 years · per year$13,443 · $16,881+11.0%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

5.64%12-mo yield$564 · $291 on $10k2.91%

−7.3%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNFRA · SCHD

2.6%VZ3.5%

1.2%CMCSA2.0%

0.8%OKE1.4%

Held in common4.6%

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B

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

NFRA vs SCHD

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,443

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureNFRASCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield5.64%2.91%

5 years, per year+6.1%+11.0%

3 years, per year+15.8%+21.4%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y10.9%11.5%

4–2measures won
SCHD first

4.6%

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: NFRA, SCHD

Today

4.6%most shared, NFRA and SCHD

NFRASCHD

NFRA—4.6%

SCHD4.6%—

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

Income After Fees on $10,000

$516most kept, NFRA

NFRA$564 − $48 = $516

SCHD$291 − $6 = $285

KeptFee

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