QABA vs SCHD

AQABA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · QABA $13,061

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.6%QABA and SCHD

QABA

SCHD

First Trust NASDAQ ABA Community Bank Index Fund · $87MSchwab U.S. Dividend Equity ETF · $123B

+23.4%3 years · per year$18,774 · $17,414+20.3%

+5.5%5 years · per year$13,061 · $16,375+10.4%

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

2.30%12-mo yield$230 · $298 on $10k2.98%

−12.5%Worst dropSmaller wins−6.9%

20.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQABA · SCHD

2.3%OZK0.1%

1.7%CVBF0.1%

1.0%BANR0.1%

0.8%CHCO0.0%

Held in common0.6%

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	AQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	−2.3%	+20.1%	+28.0%	+23.4%	+5.5%	−12.5%	$87M

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	AQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	−2.3%	+20.1%	+28.0%	+23.4%	+5.5%	−12.5%	$87M

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

QABA vs SCHD

QABA

First Trust NASDAQ ABA Community Bank Index Fund

$13,061

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQABASCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield2.30%2.98%

5 years, per year+5.5%+10.4%

3 years, per year+23.4%+20.3%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y20.0%11.7%

5–1measures won
SCHD first

0.6%

holdings shared

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: QABA, SCHD

Today

0.6%most shared, QABA and SCHD

QABASCHD

QABA—0.6%

SCHD0.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

QABA$230 − $63 = $167

KeptFee

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