PDN vs SCHD

APDN

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PDN $13,982

Lowest cost0.06%SCHD · $6 on $10k

Most income3.31%PDN · $331 on $10k

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

Held in common0.0%PDN and SCHD

PDN

SCHD

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF · $343MSchwab U.S. Dividend Equity ETF · $121B

+21.4%3 years · per year$17,906 · $17,908+21.4%

+6.9%5 years · per year$13,982 · $16,881+11.0%

0.47%Expense ratio$47 · $6 on $10k · lower wins0.06%

3.31%12-mo yield$331 · $291 on $10k2.91%

−11.3%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPDN · SCHD

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

Held in common0.0%

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%	$121.5B
2	APDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETFRead Desk		0.47%	3.31%	+1.5%	+10.9%	+15.4%	+21.4%	+6.9%	−11.3%	$343M

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%	$121.5B
2	APDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETFRead Desk		0.47%	3.31%	+1.5%	+10.9%	+15.4%	+21.4%	+6.9%	−11.3%	$343M

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

PDN vs SCHD

PDN

Invesco RAFI Developed Markets ex-U.S. Small-Mid

$13,982

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePDNSCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield3.31%2.91%

5 years, per year+6.9%+11.0%

3 years, per year+21.4%+21.4%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y15.8%11.5%

4–1measures won
SCHD first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PDN, SCHD

Today

0.0%most shared, PDN and SCHD

PDNSCHD

PDN—0.0%

SCHD0.0%—

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

PDN$331 − $47 = $284

KeptFee

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