PSP vs SCHD

APSP

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · PSP $9,496

Lowest cost0.06%SCHD · $6 on $10k

Most income5.34%PSP · $534 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.1%PSP and SCHD

PSP

SCHD

Invesco Global Listed Private Equity ETF · $221MSchwab U.S. Dividend Equity ETF · $120B

+13.3%3 years · per year$14,550 · $17,266+20.0%

−1.0%5 years · per year$9,496 · $16,267+10.2%

1.75%Expense ratio$175 · $6 on $10k · lower wins0.06%

5.34%12-mo yield$534 · $300 on $10k3.00%

−22.1%Worst dropSmaller wins−6.9%

22.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSP · SCHD

4.4%BX2.1%

Held in common2.1%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	APSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.34%	−1.3%	−9.8%	−6.7%	+13.3%	−1.0%	−22.1%	$221M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	APSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.34%	−1.3%	−9.8%	−6.7%	+13.3%	−1.0%	−22.1%	$221M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSP vs SCHD

PSP

Invesco Global Listed Private Equity

$9,496

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasurePSPSCHD

Fee1.75%0.06%

Cost on $10k a year$175$6

Yield5.34%3.00%

5 years, per year−1.0%+10.2%

3 years, per year+13.3%+20.0%

Worst drop · 1Y−22.1%−6.9%

Volatility · 1Y22.0%11.7%

5–1measures won
SCHD first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PSP, SCHD

Today

2.1%most shared, PSP and SCHD

PSPSCHD

PSP—2.1%

SCHD2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$359most kept, PSP

PSP$534 − $175 = $359

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee