POWR vs SCHD

APOWR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · POWR $16,547

Lowest cost0.04%VYM · $4 on $10k

Most income6.40%POWR · $640 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.1%POWR and SCHD

POWR

SCHD

iShares U.S. Power Infrastructure ETF · $434MSchwab U.S. Dividend Equity ETF · $120B

+4.3%3 years · per year$11,361 · $17,123+19.6%

+10.6%5 years · per year$16,547 · $16,459+10.5%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

6.40%12-mo yield$640 · $296 on $10k2.96%

−14.5%Worst dropSmaller wins−6.9%

18.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · SCHD

0.2%CWEN0.1%

Held in common0.1%

End-of-day Nov 9, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.40%	+2.5%	+6.6%	+3.7%	+4.3%	+10.6%	−14.5%	$434M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.40%	+2.5%	+6.6%	+3.7%	+4.3%	+10.6%	−14.5%	$434M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

POWR vs SCHD

POWR

iShares U.S. Power Infrastructure

$16,547

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasurePOWRSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield6.40%2.96%

5 years, per year+10.6%+10.5%

3 years, per year+4.3%+19.6%

Worst drop · 1Y−14.5%−6.9%

Volatility · 1Y18.8%11.8%

4–2measures won
SCHD first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: POWR, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

POWRSCHDVYM

POWR—0.1%5.3%

SCHD0.1%—21.9%

VYM5.3%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee