QQXT vs SCHD

AQQXT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · QQXT $12,367

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common9.7%QQXT and SCHD

QQXT

SCHD

First Trust NASDAQ-100 Ex-Technology Sector Index Fund · $141MSchwab U.S. Dividend Equity ETF · $123B

+11.7%3 years · per year$13,930 · $17,908+21.4%

+4.3%5 years · per year$12,367 · $16,881+11.0%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

1.23%12-mo yield$123 · $291 on $10k2.91%

−8.5%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQXT · SCHD

2.0%AMGN4.1%

1.9%ADP2.8%

1.8%PEP3.8%

1.7%CMCSA2.0%

Held in common9.7%

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

Both

5Y2 funds

#			Trend
1	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
2	AQQXT	First Trust NASDAQ-100 Ex-Technology Sector Index FundRead Desk		0.57%	1.23%	+2.7%	+4.7%	+6.9%	+11.7%	+4.3%	−8.5%	$141M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQQXT	First Trust NASDAQ-100 Ex-Technology Sector Index FundRead Desk		0.57%	1.23%	+2.7%	+4.7%	+6.9%	+11.7%	+4.3%	−8.5%	$141M

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

QQXT vs SCHD

QQXT

First Trust NASDAQ-100 Ex-Technology Sector Index Fund

$12,367

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQQXTSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield1.23%2.91%

5 years, per year+4.3%+11.0%

3 years, per year+11.7%+21.4%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y11.6%11.5%

6–0measures won
SCHD first

9.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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

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: QQXT, SCHD

Today

9.7%most shared, QQXT and SCHD

QQXTSCHD

QQXT—9.7%

SCHD9.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QQXT$123 − $57 = $66

KeptFee

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