PJP vs SCHD

APJP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,811PJP · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common14.5%PJP and SCHD

PJP

SCHD

Invesco Pharmaceuticals ETF · $579MSchwab U.S. Dividend Equity ETF · $123B

+25.5%3 years · per year$19,752 · $17,908+21.4%

+12.2%5 years · per year$17,811 · $16,881+11.0%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $291 on $10k2.91%

−9.4%Worst dropSmaller wins−6.9%

17.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPJP · SCHD

5.6%AMGN4.1%

5.1%ABT3.9%

5.0%MRK3.7%

2.8%BMY3.0%

Held in common14.5%

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	APJP	Invesco Pharmaceuticals ETFRead Desk		0.58%	0.86%	+1.9%	+26.9%	+37.1%	+25.5%	+12.2%	−9.4%	$579M
2	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

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	APJP	Invesco Pharmaceuticals ETFRead Desk		0.58%	0.86%	+1.9%	+26.9%	+37.1%	+25.5%	+12.2%	−9.4%	$579M
2	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

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

PJP vs SCHD

PJP

Invesco Pharmaceuticals

$17,811

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePJPSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield0.86%2.91%

5 years, per year+12.2%+11.0%

3 years, per year+25.5%+21.4%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y17.6%11.5%

4–2measures won
SCHD first

14.5%

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: PJP, SCHD

Today

14.5%most shared, PJP and SCHD

PJPSCHD

PJP—14.5%

SCHD14.5%—

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

PJP$86 − $58 = $28

KeptFee

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