QLD vs SCHD

AQLD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,482QLD · 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 common3.9%QLD and SCHD

QLD

SCHD

ProShares - Ultra QQQ · $11.1BSchwab U.S. Dividend Equity ETF · $120B

+37.1%3 years · per year$25,792 · $17,414+20.3%

+11.8%5 years · per year$17,482 · $16,375+10.4%

0.96%Expense ratio$96 · $6 on $10k · lower wins0.06%

0.17%12-mo yield$17 · $298 on $10k2.98%

−28.3%Worst dropSmaller wins−6.9%

42.6%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLD · SCHD

0.9%TXN4.7%

0.8%AMGN4.2%

0.6%PEP3.9%

0.6%QCOM3.9%

Held in common3.9%

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

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	−12.7%	+2.8%	+0.1%	+37.1%	+11.8%	−28.3%	$11.1B
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%	$120.5B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	−12.7%	+2.8%	+0.1%	+37.1%	+11.8%	−28.3%	$11.1B
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%	$120.5B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

QLD vs SCHD

QLD

ProShares - Ultra QQQ

$17,482

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQLDSCHD

Fee0.96%0.06%

Cost on $10k a year$96$6

Yield0.17%2.98%

5 years, per year+11.8%+10.4%

3 years, per year+37.1%+20.3%

Worst drop · 1Y−28.3%−6.9%

Volatility · 1Y42.6%11.7%

4–2measures won
SCHD first

3.9%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QLD, SCHD, CGDV

Today

26.3%most shared, QLD and CGDV

QLDSCHDCGDV

QLD—3.9%26.3%

SCHD3.9%—5.8%

CGDV26.3%5.8%—

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

CGDV$127 − $33 = $94

QLD$17 − $96 = −$79

KeptFee

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