QQQM vs SCHD

AQQQM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,441QQQM · 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 common5.5%QQQM and SCHD

QQQM

SCHD

Invesco NASDAQ 100 ETF · $107BSchwab U.S. Dividend Equity ETF · $120B

+23.5%3 years · per year$18,821 · $17,414+20.3%

+11.8%5 years · per year$17,441 · $16,375+10.4%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.49%12-mo yield$49 · $298 on $10k2.98%

−14.7%Worst dropSmaller wins−6.9%

21.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQM · SCHD

1.3%TXN4.7%

1.2%AMGN4.2%

0.9%PEP3.9%

0.8%QCOM3.9%

Held in common5.5%

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

Both

5Y2 funds

#			Trend
1	AQQQM	Invesco NASDAQ 100 ETFRead Desk		0.15%	0.49%	−6.3%	+5.9%	+5.2%	+23.5%	+11.8%	−14.7%	$107.0B
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

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

Both

5Y2 funds

#			Trend
1	AQQQM	Invesco NASDAQ 100 ETFRead Desk		0.15%	0.49%	−6.3%	+5.9%	+5.2%	+23.5%	+11.8%	−14.7%	$107.0B
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

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

QQQM vs SCHD

QQQM

Invesco NASDAQ 100

$17,441

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQQQMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.49%2.98%

5 years, per year+11.8%+10.4%

3 years, per year+23.5%+20.3%

Worst drop · 1Y−14.7%−6.9%

Volatility · 1Y21.1%11.7%

4–2measures won
SCHD first

5.5%

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM 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

Overlap: QQQM, SCHD

Today

5.5%most shared, QQQM and SCHD

QQQMSCHD

QQQM—5.5%

SCHD5.5%—

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

QQQM$49 − $15 = $34

KeptFee

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