PEY vs SCHD

APEY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PEY $15,670

Lowest cost0.06%SCHD · $6 on $10k

Most income4.14%PEY · $414 on $10k

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

Held in common16.7%PEY and SCHD

PEY

SCHD

Invesco High Yield Equity Dividend Achievers ETF · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+17.1%3 years · per year$16,057 · $17,908+21.4%

+9.4%5 years · per year$15,670 · $16,881+11.0%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

4.14%12-mo yield$414 · $291 on $10k2.91%

−9.4%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEY · SCHD

3.1%MO3.0%

2.2%VZ3.5%

2.9%UPS1.9%

1.9%CMCSA2.0%

Held in common16.7%

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	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.14%	+3.3%	+29.4%	+29.1%	+17.1%	+9.4%	−9.4%	$1.1B

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	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.14%	+3.3%	+29.4%	+29.1%	+17.1%	+9.4%	−9.4%	$1.1B

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

PEY vs SCHD

PEY

Invesco High Yield Equity Dividend Achievers

$15,670

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePEYSCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield4.14%2.91%

5 years, per year+9.4%+11.0%

3 years, per year+17.1%+21.4%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y14.5%11.5%

5–1measures won
SCHD first

16.7%

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: PEY, SCHD

Today

16.7%most shared, PEY and SCHD

PEYSCHD

PEY—16.7%

SCHD16.7%—

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

Income After Fees on $10,000

$346most kept, PEY

PEY$414 − $68 = $346

SCHD$291 − $6 = $285

KeptFee

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