PBP vs SCHD

APBP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · PBP $14,047

Lowest cost0.06%SCHD · $6 on $10k

Most income11.72%PBP · $1,172 on $10k

Smallest drop−5.2%PBP · worst fall in 1Y

Held in common8.5%PBP and SCHD

PBP

SCHD

Invesco S&P 500 BuyWrite ETF · $389MSchwab U.S. Dividend Equity ETF · $123B

+13.8%3 years · per year$14,719 · $17,414+20.3%

+7.0%5 years · per year$14,047 · $16,375+10.4%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

11.72%12-mo yield$1,172 · $298 on $10k2.98%

−5.2%Worst dropSmaller wins−6.9%

8.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBP · SCHD

0.7%CVX3.9%

0.6%PG4.4%

0.6%KO4.2%

0.6%MRK3.8%

Held in common8.5%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	APBP	Invesco S&P 500 BuyWrite ETFRead Desk		0.29%	11.72%	−3.5%	+7.6%	+12.2%	+13.8%	+7.0%	−5.2%	$389M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	APBP	Invesco S&P 500 BuyWrite ETFRead Desk		0.29%	11.72%	−3.5%	+7.6%	+12.2%	+13.8%	+7.0%	−5.2%	$389M

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

Cards for this view

PBP vs SCHD

PBP

Invesco S&P 500 BuyWrite

$14,048

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePBPSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield11.72%2.98%

5 years, per year+7.0%+10.4%

3 years, per year+13.8%+20.3%

Worst drop · 1Y−5.2%−6.9%

Volatility · 1Y8.3%11.7%

3–3measures won
level

8.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PBP, SCHD

Today

8.5%most shared, PBP and SCHD

PBPSCHD

PBP—8.5%

SCHD8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee