OCIO vs SCHD

AOCIO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · OCIO $13,813

Lowest cost0.06%SCHD · $6 on $10k

Most income9.47%OCIO · $947 on $10k

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

Held in common0.1%OCIO and SCHD

OCIO

SCHD

ClearShares OCIO ETF · $167MSchwab U.S. Dividend Equity ETF · $121B

+14.4%3 years · per year$14,968 · $17,908+21.4%

+6.7%5 years · per year$13,813 · $16,881+11.0%

0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%

9.47%12-mo yield$947 · $291 on $10k2.91%

−7.0%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsOCIO · SCHD

0.1%CVX4.2%

Held in common0.1%

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%	$121.5B
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.47%	+0.8%	+7.9%	+8.5%	+14.4%	+6.7%	−7.0%	$167M

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%	$121.5B
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.47%	+0.8%	+7.9%	+8.5%	+14.4%	+6.7%	−7.0%	$167M

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

OCIO vs SCHD

OCIO

ClearShares OCIO

$13,813

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureOCIOSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield9.47%2.91%

5 years, per year+6.7%+11.0%

3 years, per year+14.4%+21.4%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y11.7%11.5%

5–1measures won
SCHD first

0.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OCIO, SCHD

Today

0.1%most shared, OCIO and SCHD

OCIOSCHD

OCIO—0.1%

SCHD0.1%—

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

Income After Fees on $10,000

$881most kept, OCIO

OCIO$947 − $66 = $881

SCHD$291 − $6 = $285

KeptFee

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