PSI vs SCHD

APSI

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$26,419PSI · SCHD $16,881

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 common4.8%PSI and SCHD

PSI

SCHD

Invesco Semiconductors ETF · $2.2BSchwab U.S. Dividend Equity ETF · $123B

+44.0%3 years · per year$29,860 · $17,908+21.4%

+21.4%5 years · per year$26,419 · $16,881+11.0%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.02%12-mo yield$2 · $291 on $10k2.91%

−39.9%Worst dropSmaller wins−6.9%

55.1%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSI · SCHD

6.9%TXN4.8%

Held in common4.8%

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	APSI	Invesco Semiconductors ETFRead Desk		0.55%	0.02%	−4.3%	+43.1%	+43.3%	+44.0%	+21.4%	−39.9%	$2.2B
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

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	APSI	Invesco Semiconductors ETFRead Desk		0.55%	0.02%	−4.3%	+43.1%	+43.3%	+44.0%	+21.4%	−39.9%	$2.2B
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

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

PSI vs SCHD

PSI

Invesco Semiconductors

$26,419

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePSISCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.02%2.91%

5 years, per year+21.4%+11.0%

3 years, per year+44.0%+21.4%

Worst drop · 1Y−39.9%−6.9%

Volatility · 1Y55.1%11.5%

4–2measures won
SCHD first

4.8%

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: PSI, SCHD

Today

4.8%most shared, PSI and SCHD

PSISCHD

PSI—4.8%

SCHD4.8%—

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

PSI$2 − $55 = −$53

KeptFee

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