QAI vs SCHD

AQAI

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−3.7%QAI · worst fall in 1Y

Held in common0.0%QAI and SCHD

QAI

SCHD

NYLI Hedge Multi-Strategy Tracker ETF · $990MSchwab U.S. Dividend Equity ETF · $121B

+9.1%3 years · per year$12,982 · $17,784+21.2%

+4.0%5 years · per year$12,188 · $16,352+10.3%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

1.42%12-mo yield$142 · $297 on $10k2.97%

−3.7%Worst dropSmaller wins−6.9%

7.1%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQAI · SCHD

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

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.42%	0.0%	+5.9%	+6.4%	+9.1%	+4.0%	−3.7%	$990M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.42%	0.0%	+5.9%	+6.4%	+9.1%	+4.0%	−3.7%	$990M

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

Cards for this view

QAI vs SCHD

QAI

NYLI Hedge Multi-Strategy Tracker

$12,188

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureQAISCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield1.42%2.97%

5 years, per year+4.0%+10.3%

3 years, per year+9.1%+21.2%

Worst drop · 1Y−3.7%−6.9%

Volatility · 1Y7.1%11.4%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: QAI, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

QAISCHDDGRO

QAI—0.0%0.0%

SCHD0.0%—21.0%

DGRO0.0%21.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

QAI$142 − $75 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee