QRMI vs SCHD

AQRMI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · QRMI $10,761

Lowest cost0.06%SCHD · $6 on $10k

Most income12.84%QRMI · $1,284 on $10k

Smallest drop−5.0%QRMI · worst fall in 1Y

Held in common5.3%QRMI and SCHD

QRMI

SCHD

Global X - Nasdaq 100 Risk Managed Income ETF · $15MSchwab U.S. Dividend Equity ETF · $120B

+7.7%3 years · per year$12,506 · $17,266+20.0%

+1.5%5 years · per year$10,761 · $16,267+10.2%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

12.84%12-mo yield$1,284 · $300 on $10k3.00%

−5.0%Worst dropSmaller wins−6.9%

7.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQRMI · SCHD

1.1%TXN4.3%

1.1%AMGN4.1%

0.9%PEP4.0%

0.7%QCOM3.6%

Held in common5.3%

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%	$120.5B
2	AQRMI	Global X - Nasdaq 100 Risk Managed Income ETFRead Desk		0.60%	12.84%	+0.2%	+0.6%	+2.0%	+7.7%	+1.5%	−5.0%	$15M

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%	$120.5B
2	AQRMI	Global X - Nasdaq 100 Risk Managed Income ETFRead Desk		0.60%	12.84%	+0.2%	+0.6%	+2.0%	+7.7%	+1.5%	−5.0%	$15M

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

QRMI vs SCHD

QRMI

Global X - Nasdaq 100 Risk Managed Income

$10,761

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQRMISCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield12.84%3.00%

5 years, per year+1.5%+10.2%

3 years, per year+7.7%+20.0%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y7.0%11.7%

3–3measures won
level

5.3%

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: QRMI, SCHD

Today

5.3%most shared, QRMI and SCHD

QRMISCHD

QRMI—5.3%

SCHD5.3%—

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

Income After Fees on $10,000

$1,224most kept, QRMI

QRMI$1,284 − $60 = $1,224

SCHD$300 − $6 = $294

KeptFee

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