QARP vs SCHD

AQARP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,592QARP · SCHD $16,375

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 common13.6%QARP and SCHD

QARP

SCHD

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79MSchwab U.S. Dividend Equity ETF · $123B

+21.1%3 years · per year$17,764 · $17,414+20.3%

+12.0%5 years · per year$17,591 · $16,375+10.4%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

1.00%12-mo yield$100 · $298 on $10k2.98%

−7.3%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQARP · SCHD

1.4%PG4.4%

1.2%UNH3.9%

1.1%MRK3.8%

1.1%CVX3.9%

Held in common13.6%

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−2.4%	+17.3%	+21.1%	+21.1%	+12.0%	−7.3%	$79M
2	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

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−2.4%	+17.3%	+21.1%	+21.1%	+12.0%	−7.3%	$79M
2	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

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

QARP vs SCHD

QARP

Xtrackers Russell 1000 US Quality at a Reasonable Price

$17,592

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQARPSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.00%2.98%

5 years, per year+12.0%+10.4%

3 years, per year+21.1%+20.3%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y10.8%11.7%

3–3measures won
level

13.6%

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: QARP, SCHD

Today

13.6%most shared, QARP and SCHD

QARPSCHD

QARP—13.6%

SCHD13.6%—

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

QARP$100 − $19 = $81

KeptFee

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