PY vs SCHD

APY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PY $15,712

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common23.5%PY and SCHD

SCHD

Principal Value ETF · $243MSchwab U.S. Dividend Equity ETF · $123B

+19.2%3 years · per year$16,934 · $17,908+21.4%

+9.5%5 years · per year$15,712 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.64%12-mo yield$164 · $291 on $10k2.91%

−6.2%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPY · SCHD

2.1%PG4.3%

2.0%UNH4.0%

1.6%MRK3.7%

1.5%KO4.2%

Held in common23.5%

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%	$122.9B
2	APY	Principal Value ETFRead Desk		0.15%	1.64%	+2.3%	+15.3%	+18.0%	+19.2%	+9.5%	−6.2%	$243M

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%	$122.9B
2	APY	Principal Value ETFRead Desk		0.15%	1.64%	+2.3%	+15.3%	+18.0%	+19.2%	+9.5%	−6.2%	$243M

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

PY vs SCHD

Principal Value

$15,712

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePYSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.64%2.91%

5 years, per year+9.5%+11.0%

3 years, per year+19.2%+21.4%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.4%11.5%

4–2measures won
SCHD first

23.5%

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: PY, SCHD

Today

23.5%most shared, PY and SCHD

PYSCHD

PY—23.5%

SCHD23.5%—

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

PY$164 − $15 = $149

KeptFee

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