POWA vs SCHD

APOWA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · POWA $14,601

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 common9.3%POWA and SCHD

POWA

SCHD

Invesco Bloomberg Pricing Power ETF · $168MSchwab U.S. Dividend Equity ETF · $123B

+15.6%3 years · per year$15,459 · $17,908+21.4%

+7.9%5 years · per year$14,601 · $16,881+11.0%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

0.89%12-mo yield$89 · $291 on $10k2.91%

−9.8%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPOWA · SCHD

2.8%ACN3.7%

1.9%HD4.1%

1.9%PEP3.8%

2.0%FAST1.4%

Held in common9.3%

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	APOWA	Invesco Bloomberg Pricing Power ETFRead Desk		0.40%	0.89%	+2.2%	+5.9%	+6.6%	+15.6%	+7.9%	−9.8%	$168M

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	APOWA	Invesco Bloomberg Pricing Power ETFRead Desk		0.40%	0.89%	+2.2%	+5.9%	+6.6%	+15.6%	+7.9%	−9.8%	$168M

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

POWA vs SCHD

POWA

Invesco Bloomberg Pricing Power

$14,601

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePOWASCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.89%2.91%

5 years, per year+7.9%+11.0%

3 years, per year+15.6%+21.4%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y12.5%11.5%

6–0measures won
SCHD first

9.3%

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: POWA, SCHD

Today

9.3%most shared, POWA and SCHD

POWASCHD

POWA—9.3%

SCHD9.3%—

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

POWA$89 − $40 = $49

KeptFee

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