PDBC vs SCHD

APDBC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · PDBC $16,906

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common[…]PDBC and SCHD

PDBC

SCHD

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.8BSchwab U.S. Dividend Equity ETF · $121B

+13.4%3 years · per year$14,596 · $17,784+21.2%

+11.1%5 years · per year$16,906 · $16,352+10.3%

0.74%Expense ratio$74 · $6 on $10k · lower wins0.06%

2.63%12-mo yield$263 · $297 on $10k2.97%

−16.6%Worst dropSmaller wins−6.9%

20.9%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPDBC · SCHD

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

Held in common[…]

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 Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	APDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk	0.74%	2.63%	−0.1%	+46.0%	+48.0%	+13.4%	+11.1%	−16.6%	$7.8B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
4	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

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	APDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk	0.74%	2.63%	−0.1%	+46.0%	+48.0%	+13.4%	+11.1%	−16.6%	$7.8B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
4	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

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

PDBC vs SCHD

PDBC

Invesco Optimum Yield Diversified Commodity Strategy No K-1

$16,906

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasurePDBCSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield2.63%2.97%

5 years, per year+11.1%+10.3%

3 years, per year+13.4%+21.2%

Worst drop · 1Y−16.6%−6.9%

Volatility · 1Y20.9%11.4%

5–1measures won
SCHD first

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

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: PDBC, SCHD, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

PDBCSCHDVIGDGRO

PDBC—[…][…][…]

SCHD[…]—14.5%21.0%

VIG[…]14.5%—68.3%

DGRO[…]21.0%68.3%—

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

PDBC$263 − $74 = $189

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

KeptFee

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