QLD vs SCHD

AQLD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,482QLD · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common3.9%QLD and SCHD

QLD

SCHD

ProShares - Ultra QQQ · $12.8BSchwab U.S. Dividend Equity ETF · $123B

+44.0%3 years · per year$29,852 · $17,908+21.4%

+15.4%5 years · per year$20,482 · $16,881+11.0%

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

0.15%12-mo yield$15 · $291 on $10k2.91%

−24.1%Worst dropSmaller wins−6.9%

40.5%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLD · SCHD

0.9%TXN4.8%

0.8%AMGN4.1%

0.6%PEP3.8%

0.6%QCOM3.8%

Held in common3.9%

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

All Four

5Y4 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$12.8B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$12.8B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

QLD vs SCHD

QLD

ProShares - Ultra QQQ

$20,482

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQLDSCHD

Fee0.96%0.06%

Cost on $10k a year$96$6

Yield0.15%2.91%

5 years, per year+15.4%+11.0%

3 years, per year+44.0%+21.4%

Worst drop · 1Y−24.1%−6.9%

Volatility · 1Y40.5%11.5%

4–2measures won
SCHD first

3.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

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: QLD, SCHD, VIG, JEPQ

Today

60.6%most shared, QLD and JEPQ

QLDSCHDVIGJEPQ

QLD—3.9%25.7%60.6%

SCHD3.9%—14.5%3.7%

VIG25.7%14.5%—26.3%

JEPQ60.6%3.7%26.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

QLD$15 − $96 = −$81

KeptFee

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