OEFA vs SCHD

AOEFA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · SCHD $16,352

Lowest cost0.04%VYM · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%OEFA and SCHD

OEFA

SCHD

ALPS O'Shares International Developed Quality Dividend ETF · $35MSchwab U.S. Dividend Equity ETF · $121B

+16.9%3 years · per year$15,987 · $17,784+21.2%

+7.6%5 years · per year$14,431 · $16,352+10.3%

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

1.60%12-mo yield$160 · $297 on $10k2.97%

−13.5%Worst dropSmaller wins−6.9%

16.5%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOEFA · SCHD

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

Held in common0.0%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
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	AOEFA	ALPS O'Shares International Developed Quality Dividend ETFRead Desk	0.48%	1.60%	−0.7%	+8.6%	+9.6%	+16.9%	+7.6%	−13.5%	$35M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
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	AOEFA	ALPS O'Shares International Developed Quality Dividend ETFRead Desk	0.48%	1.60%	−0.7%	+8.6%	+9.6%	+16.9%	+7.6%	−13.5%	$35M

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

OEFA vs SCHD

OEFA

ALPS O'Shares International Developed Quality Dividend

$14,431

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureOEFASCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield1.60%2.97%

5 years, per year+7.6%+10.3%

3 years, per year+16.9%+21.2%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y16.5%11.4%

6–0measures won
SCHD first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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: OEFA, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

OEFASCHDVYM

OEFA—0.0%0.0%

SCHD0.0%—21.9%

VYM0.0%21.9%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

OEFA$160 − $48 = $112

KeptFee

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