QMOM vs SCHD

AQMOM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · QMOM $13,135

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.2%QMOM and SCHD

QMOM

SCHD

Alpha Architect U.S. Quantitative Momentum ETF · $383MSchwab U.S. Dividend Equity ETF · $120B

+17.2%3 years · per year$16,101 · $17,266+20.0%

+5.6%5 years · per year$13,135 · $16,267+10.2%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

0.54%12-mo yield$54 · $300 on $10k3.00%

−19.9%Worst dropSmaller wins−6.9%

26.9%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQMOM · SCHD

2.2%MRK3.8%

2.2%TGT1.7%

2.0%DINO0.4%

Held in common4.2%

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AQMOM	Alpha Architect U.S. Quantitative Momentum ETFRead Desk		0.28%	0.54%	+0.7%	+0.9%	−0.4%	+17.2%	+5.6%	−19.9%	$383M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AQMOM	Alpha Architect U.S. Quantitative Momentum ETFRead Desk		0.28%	0.54%	+0.7%	+0.9%	−0.4%	+17.2%	+5.6%	−19.9%	$383M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QMOM vs SCHD

QMOM

Alpha Architect U.S. Quantitative Momentum

$13,135

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQMOMSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield0.54%3.00%

5 years, per year+5.6%+10.2%

3 years, per year+17.2%+20.0%

Worst drop · 1Y−19.9%−6.9%

Volatility · 1Y26.9%11.7%

6–0measures won
SCHD first

4.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QMOM, SCHD

Today

4.2%most shared, QMOM and SCHD

QMOMSCHD

QMOM—4.2%

SCHD4.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

QMOM$54 − $28 = $26

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee