QQQM vs SCHD

AQQQM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,699QQQM · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common5.4%QQQM and SCHD

QQQM

SCHD

Invesco NASDAQ 100 ETF · $105BSchwab U.S. Dividend Equity ETF · $121B

+26.5%3 years · per year$20,220 · $17,784+21.2%

+13.3%5 years · per year$18,699 · $16,352+10.3%

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

0.47%12-mo yield$47 · $297 on $10k2.97%

−11.7%Worst dropSmaller wins−6.9%

20.2%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQM · SCHD

1.3%TXN4.6%

1.1%AMGN4.1%

0.9%PEP3.9%

0.8%QCOM3.7%

Held in common5.4%

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 Three

5Y3 funds

#
1	AQQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+0.6%	+12.0%	+9.5%	+26.5%	+13.3%	−11.7%	$105.0B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	AQQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+0.6%	+12.0%	+9.5%	+26.5%	+13.3%	−11.7%	$105.0B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

QQQM vs SCHD

QQQM

Invesco NASDAQ 100

$18,699

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureQQQMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.47%2.97%

5 years, per year+13.3%+10.3%

3 years, per year+26.5%+21.2%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y20.2%11.4%

4–2measures won
SCHD first

5.4%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

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

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: QQQM, SCHD, VIG

Today

30.4%most shared, QQQM and VIG

QQQMSCHDVIG

QQQM—5.4%30.4%

SCHD5.4%—14.5%

VIG30.4%14.5%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

QQQM$47 − $15 = $32

KeptFee

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