PLTY vs SCHD

APLTY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income77.25%PLTY · $7,725 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]PLTY and SCHD

PLTY

SCHD

YieldMax PLTR Option Income Strategy ETF · $339MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

1.07%Expense ratio$107 · $6 on $10k · lower wins0.06%

77.25%12-mo yield$7,725 · $291 on $10k2.91%

−41.4%Worst dropSmaller wins−6.9%

50.7%VolatilityLower wins11.5%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLTY · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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
3	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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
3	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M

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

PLTY vs SCHD

PLTY

YieldMax PLTR Option Income Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePLTYSCHD

Fee1.07%0.06%

Cost on $10k a year$107$6

Yield77.25%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−41.4%−6.9%

Volatility · 1Y50.7%11.5%

3–1measures won
SCHD first

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: PLTY, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

PLTYSCHDDGRO

PLTY—[…][…]

SCHD[…]—21.0%

DGRO[…]21.0%—

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

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

KeptFee

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