ONEY vs SCHD

AONEY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,321ONEY · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common22.2%ONEY and SCHD

ONEY

SCHD

State Street SPDR Russell 1000 Yield Focus ETF · $687MSchwab U.S. Dividend Equity ETF · $120B

+19.0%3 years · per year$16,835 · $17,266+20.0%

+10.3%5 years · per year$16,321 · $16,267+10.2%

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

2.83%12-mo yield$283 · $300 on $10k3.00%

−9.1%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · SCHD

2.2%ACN3.9%

2.2%CMCSA2.1%

1.5%UPS2.0%

1.4%EOG1.8%

Held in common22.2%

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

All Three

5Y3 funds

#
1	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$687M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
1	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$687M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

ONEY vs SCHD

ONEY

SPDR Russell 1000 Yield Focus

$16,321

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureONEYSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.83%3.00%

5 years, per year+10.3%+10.2%

3 years, per year+19.0%+20.0%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y12.9%11.7%

5–1measures won
SCHD first

22.2%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ONEY, SCHD, IWF

Today

22.2%most shared, ONEY and SCHD

ONEYSCHDIWF

ONEY—22.2%1.1%

SCHD22.2%—3.7%

IWF1.1%3.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ONEY$283 − $20 = $263

IWF$39 − $18 = $21

KeptFee

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