PZT vs SCHD

APZT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · PZT $9,746

Lowest cost0.06%SCHD · $6 on $10k

Most income3.94%PZT · $394 on $10k

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

Held in common[…]PZT and SCHD

PZT

SCHD

Invesco New York AMT-Free Municipal Bond ETF · $127MSchwab U.S. Dividend Equity ETF · $123B

+4.8%3 years · per year$11,527 · $17,414+20.3%

−0.5%5 years · per year$9,746 · $16,375+10.4%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

3.94%12-mo yield$394 · $298 on $10k2.98%

−10.0%Worst dropSmaller wins−6.9%

6.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPZT · 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	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.94%	+0.3%	−0.4%	−0.8%	+4.8%	−0.5%	−10.0%	$127M

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	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.94%	+0.3%	−0.4%	−0.8%	+4.8%	−0.5%	−10.0%	$127M

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

PZT vs SCHD

PZT

Invesco New York AMT-Free Municipal Bond

$9,746

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePZTSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield3.94%2.98%

5 years, per year−0.5%+10.4%

3 years, per year+4.8%+20.3%

Worst drop · 1Y−10.0%−6.9%

Volatility · 1Y6.1%11.7%

4–2measures won
SCHD first

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: PZT, SCHD

Today

[…]holdings […]

PZTSCHD

PZT—[…]

SCHD[…]—

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

Income After Fees on $10,000

$366most kept, PZT

PZT$394 − $28 = $366

SCHD$298 − $6 = $292

KeptFee

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