QDEF vs SCHD

AQDEF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,253QDEF · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common10.9%QDEF and SCHD

QDEF

SCHD

Northern Trust Quality Dividend Defensive ETF · $557MSchwab U.S. Dividend Equity ETF · $123B

+22.2%3 years · per year$18,267 · $17,908+21.4%

+12.8%5 years · per year$18,253 · $16,881+11.0%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

1.55%12-mo yield$155 · $291 on $10k2.91%

−7.0%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQDEF · SCHD

1.2%QCOM3.8%

1.1%PG4.3%

0.9%LMT3.1%

0.9%MO3.0%

Held in common10.9%

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.55%	+1.5%	+14.3%	+16.7%	+22.2%	+12.8%	−7.0%	$557M
2	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

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.55%	+1.5%	+14.3%	+16.7%	+22.2%	+12.8%	−7.0%	$557M
2	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

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

QDEF vs SCHD

QDEF

Northern Trust Quality Dividend Defensive

$18,253

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQDEFSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.55%2.91%

5 years, per year+12.8%+11.0%

3 years, per year+22.2%+21.4%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y9.7%11.5%

3–3measures won
level

10.9%

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: QDEF, SCHD

Today

10.9%most shared, QDEF and SCHD

QDEFSCHD

QDEF—10.9%

SCHD10.9%—

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

QDEF$155 − $40 = $115

KeptFee

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