PSEP vs SCHD

APSEP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PSEP $15,754

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−4.1%PSEP · worst fall in 1Y

Held in common8.3%PSEP and SCHD

PSEP

SCHD

Innovator U.S. Equity Power Buffer ETF · $1.2BSchwab U.S. Dividend Equity ETF · $121B

+13.8%3 years · per year$14,739 · $17,908+21.4%

+9.5%5 years · per year$15,754 · $16,881+11.0%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $291 on $10k2.91%

−4.1%Worst dropSmaller wins−6.9%

5.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSEP · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.5%KO4.2%

0.5%UNH4.0%

Held in common8.3%

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%	$121.5B
2	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk		0.79%	0.00%	+0.8%	+7.7%	+8.9%	+13.8%	+9.5%	−4.1%	$1.2B

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	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk		0.79%	0.00%	+0.8%	+7.7%	+8.9%	+13.8%	+9.5%	−4.1%	$1.2B

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

PSEP vs SCHD

PSEP

Innovator U.S. Equity Power Buffer

$15,754

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePSEPSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.00%2.91%

5 years, per year+9.5%+11.0%

3 years, per year+13.8%+21.4%

Worst drop · 1Y−4.1%−6.9%

Volatility · 1Y5.6%11.5%

4–2measures won
SCHD first

8.3%

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%

$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: PSEP, SCHD

Today

8.3%most shared, PSEP and SCHD

PSEPSCHD

PSEP—8.3%

SCHD8.3%—

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

PSEP$0 − $79 = −$79

KeptFee

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