PKW vs SCHD

APKW

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,465PKW · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.7%PKW and SCHD

PKW

SCHD

Invesco BuyBack Achievers ETF · $1.8BSchwab U.S. Dividend Equity ETF · $120B

+20.5%3 years · per year$17,494 · $17,266+20.0%

+10.5%5 years · per year$16,465 · $16,267+10.2%

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

0.66%12-mo yield$66 · $300 on $10k3.00%

−7.9%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPKW · SCHD

0.8%RF0.6%

0.1%WU0.1%

0.1%OFG0.1%

0.1%STBA0.0%

Held in common0.7%

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	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.66%	−1.3%	+10.2%	+14.6%	+20.5%	+10.5%	−7.9%	$1.8B
2	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

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	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.66%	−1.3%	+10.2%	+14.6%	+20.5%	+10.5%	−7.9%	$1.8B
2	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

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

PKW vs SCHD

PKW

Invesco BuyBack Achievers

$16,465

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasurePKWSCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield0.66%3.00%

5 years, per year+10.5%+10.2%

3 years, per year+20.5%+20.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y13.3%11.7%

4–2measures won
SCHD first

0.7%

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: PKW, SCHD

Today

0.7%most shared, PKW and SCHD

PKWSCHD

PKW—0.7%

SCHD0.7%—

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

PKW$66 − $63 = $3

KeptFee

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