PHEQ vs SCHD

APHEQ

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−4.3%PHEQ · worst fall in 1Y

Held in common9.2%PHEQ and SCHD

PHEQ

SCHD

Parametric Hedged Equity ETF · $149MSchwab U.S. Dividend Equity ETF · $120B

+14.1%3 years · per year$14,863 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

0.83%12-mo yield$84 · $300 on $10k3.00%

−4.3%Worst dropSmaller wins−6.9%

6.7%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPHEQ · SCHD

1.0%CVX4.0%

0.9%KO4.3%

0.9%PG4.5%

0.9%MRK3.8%

Held in common9.2%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.83%	0.0%	+7.0%	+8.2%	+14.1%	new	−4.3%	$149M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.83%	0.0%	+7.0%	+8.2%	+14.1%	new	−4.3%	$149M

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

PHEQ vs SCHD

PHEQ

Parametric Hedged Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasurePHEQSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield0.83%3.00%

5 years, per year[…]+10.2%

3 years, per year+14.1%+20.0%

Worst drop · 1Y−4.3%−6.9%

Volatility · 1Y6.7%11.7%

3–2measures won
SCHD first

9.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PHEQ, SCHD

Today

9.2%most shared, PHEQ and SCHD

PHEQSCHD

PHEQ—9.2%

SCHD9.2%—

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

PHEQ$84 − $29 = $55

KeptFee

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