PSC vs SCHD

APSC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PSC $15,837

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 common0.4%PSC and SCHD

PSC

SCHD

Principal U.S. Small-Cap Multi-Factor ETF · $2.7BSchwab U.S. Dividend Equity ETF · $121B

+23.0%3 years · per year$18,603 · $17,908+21.4%

+9.6%5 years · per year$15,837 · $16,881+11.0%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

0.58%12-mo yield$58 · $291 on $10k2.91%

−10.0%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · SCHD

0.2%KFY0.1%

0.2%OFG0.1%

0.2%MZTI0.1%

0.1%IPAR0.1%

Held in common0.4%

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%	$121.5B
2	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B

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%	$121.5B
2	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B

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

PSC vs SCHD

PSC

Principal U.S. Small-Cap Multi-Factor

$15,837

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePSCSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield0.58%2.91%

5 years, per year+9.6%+11.0%

3 years, per year+23.0%+21.4%

Worst drop · 1Y−10.0%−6.9%

Volatility · 1Y16.7%11.5%

5–1measures won
SCHD first

0.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PSC, SCHD

Today

0.4%most shared, PSC and SCHD

PSCSCHD

PSC—0.4%

SCHD0.4%—

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

PSC$58 − $38 = $20

KeptFee

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