OCTZ vs SCHD

AOCTZ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income3.71%OCTZ · $371 on $10k

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

Held in common[…]OCTZ and SCHD

OCTZ

SCHD

TrueShares Structured Outcome (October) ETF · $43MSchwab U.S. Dividend Equity ETF · $121B

+17.4%3 years · per year$16,167 · $17,784+21.2%

+9.6%5 years · per year$15,816 · $16,352+10.3%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

3.71%12-mo yield$371 · $297 on $10k2.97%

−7.3%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOCTZ · SCHD

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

Held in common[…]

End-of-day Nov 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AOCTZ	TrueShares Structured Outcome (October) ETFRead Desk	0.79%	3.71%	+0.2%	+7.8%	+7.9%	+17.4%	+9.6%	−7.3%	$43M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AOCTZ	TrueShares Structured Outcome (October) ETFRead Desk	0.79%	3.71%	+0.2%	+7.8%	+7.9%	+17.4%	+9.6%	−7.3%	$43M

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

Cards for this view

OCTZ vs SCHD

OCTZ

TrueShares Structured Outcome (October)

$15,816

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureOCTZSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield3.71%2.97%

5 years, per year+9.6%+10.3%

3 years, per year+17.4%+21.2%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y10.6%11.4%

4–2measures won
SCHD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: OCTZ, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

OCTZSCHDVIG

OCTZ—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, OCTZ

OCTZ$371 − $79 = $292

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee