PTBD vs SCHD

APTBD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · PTBD $9,248

Lowest cost0.06%SCHD · $6 on $10k

Most income6.33%PTBD · $633 on $10k

Smallest drop−3.4%PTBD · worst fall in 1Y

Held in common[…]PTBD and SCHD

PTBD

SCHD

Pacer Trendpilot US Bond ETF · $83MSchwab U.S. Dividend Equity ETF · $123B

+5.0%3 years · per year$11,582 · $17,414+20.3%

−1.6%5 years · per year$9,248 · $16,375+10.4%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

6.33%12-mo yield$633 · $298 on $10k2.98%

−3.4%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPTBD · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	APTBD	Pacer Trendpilot US Bond ETFRead Desk		0.60%	6.33%	+0.1%	0.0%	+0.3%	+5.0%	−1.6%	−3.4%	$83M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	APTBD	Pacer Trendpilot US Bond ETFRead Desk		0.60%	6.33%	+0.1%	0.0%	+0.3%	+5.0%	−1.6%	−3.4%	$83M

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

Cards for this view

PTBD vs SCHD

PTBD

Pacer Trendpilot US Bond

$9,248

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePTBDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield6.33%2.98%

5 years, per year−1.6%+10.4%

3 years, per year+5.0%+20.3%

Worst drop · 1Y−3.4%−6.9%

Volatility · 1Y4.0%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PTBD, SCHD

Today

[…]holdings […]

PTBDSCHD

PTBD—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$573most kept, PTBD

PTBD$633 − $60 = $573

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee