ONEO vs SCHD

AONEO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ONEO $16,453

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.8%ONEO and SCHD

ONEO

SCHD

State Street SPDR Russell 1000 Momentum Focus ETF · $31MSchwab U.S. Dividend Equity ETF · $123B

+22.2%3 years · per year$18,232 · $17,908+21.4%

+10.5%5 years · per year$16,453 · $16,881+11.0%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.21%12-mo yield$121 · $291 on $10k2.91%

−7.4%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · SCHD

0.6%ADM0.8%

0.5%DVN1.2%

0.4%COP4.1%

0.5%APA0.4%

Held in common8.8%

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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.21%	+1.2%	+21.9%	+24.4%	+22.2%	+10.5%	−7.4%	$31M

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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.21%	+1.2%	+21.9%	+24.4%	+22.2%	+10.5%	−7.4%	$31M

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

ONEO vs SCHD

ONEO

SPDR Russell 1000 Momentum Focus

$16,453

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureONEOSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.21%2.91%

5 years, per year+10.5%+11.0%

3 years, per year+22.2%+21.4%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y12.8%11.5%

5–1measures won
SCHD first

8.8%

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: ONEO, SCHD

Today

8.8%most shared, ONEO and SCHD

ONEOSCHD

ONEO—8.8%

SCHD8.8%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ONEO$121 − $20 = $101

KeptFee

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