OEI vs SCHD

AOEI

BSCHD

Measures won3–1OEI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.11%OEI · $911 on $10k

Smallest drop−6.5%OEI · worst fall in 1Y

Held in common11.9%OEI and SCHD

OEI

SCHD

Optimized Equity Income ETF · $53MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

1.02%Expense ratio$102 · $6 on $10k · lower wins0.06%

9.11%12-mo yield$911 · $300 on $10k3.00%

−6.5%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.7%

3–1OEI wins

$10,000 · 5 yearsOne scale

Shared top holdingsOEI · SCHD

1.4%CVX4.0%

1.3%MRK3.8%

1.2%PG4.5%

1.2%HD4.3%

Held in common11.9%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AOEI	Optimized Equity Income ETFRead Desk		1.02%	9.11%	−0.2%	+8.6%	+10.7%	new	new	−6.5%	$53M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AOEI	Optimized Equity Income ETFRead Desk		1.02%	9.11%	−0.2%	+8.6%	+10.7%	new	new	−6.5%	$53M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OEI vs SCHD

OEI

Optimized Equity Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureOEISCHD

Fee1.02%0.06%

Cost on $10k a year$102$6

Yield9.11%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y9.7%11.7%

3–1measures won
OEI first

11.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OEI, SCHD

Today

11.9%most shared, OEI and SCHD

OEISCHD

OEI—11.9%

SCHD11.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$809most kept, OEI

OEI$911 − $102 = $809

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee