QQQE vs SCHD

AQQQE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · QQQE $13,782

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 common8.7%QQQE and SCHD

QQQE

SCHD

Direxion NASDAQ-100 Equal Weighted Index ETF · $1.4BSchwab U.S. Dividend Equity ETF · $120B

+16.7%3 years · per year$15,892 · $17,266+20.0%

+6.6%5 years · per year$13,782 · $16,267+10.2%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

0.63%12-mo yield$63 · $300 on $10k3.00%

−10.4%Worst dropSmaller wins−6.9%

17.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQE · SCHD

1.2%ADP2.9%

1.2%FAST1.4%

1.2%AMGN4.1%

1.2%TXN4.3%

Held in common8.7%

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	AQQQE	Direxion NASDAQ-100 Equal Weighted Index ETFRead Desk		0.35%	0.63%	+0.4%	+10.0%	+9.8%	+16.7%	+6.6%	−10.4%	$1.4B

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	AQQQE	Direxion NASDAQ-100 Equal Weighted Index ETFRead Desk		0.35%	0.63%	+0.4%	+10.0%	+9.8%	+16.7%	+6.6%	−10.4%	$1.4B

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

QQQE vs SCHD

QQQE

Direxion NASDAQ-100 Equal Weighted Index

$13,783

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQQQESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.63%3.00%

5 years, per year+6.6%+10.2%

3 years, per year+16.7%+20.0%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y17.2%11.7%

6–0measures won
SCHD first

8.7%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QQQE, SCHD

Today

8.7%most shared, QQQE and SCHD

QQQESCHD

QQQE—8.7%

SCHD8.7%—

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

QQQE$63 − $35 = $28

KeptFee

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