QTR vs SCHD

AQTR

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · QTR $15,270

Lowest cost0.06%SCHD · $6 on $10k

Most income18.06%QTR · $1,806 on $10k

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

Held in common5.5%QTR and SCHD

QTR

SCHD

Global X - Nasdaq 100 Tail Risk ETF · $10MSchwab U.S. Dividend Equity ETF · $120B

+18.4%3 years · per year$16,584 · $17,414+20.3%

+8.8%5 years · per year$15,270 · $16,375+10.4%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

18.06%12-mo yield$1,806 · $298 on $10k2.98%

−12.3%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTR · SCHD

1.3%TXN4.7%

1.1%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	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
2	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	18.06%	−3.7%	+3.5%	+2.1%	+18.4%	+8.8%	−12.3%	$10M

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	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
2	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	18.06%	−3.7%	+3.5%	+2.1%	+18.4%	+8.8%	−12.3%	$10M

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

QTR vs SCHD

QTR

Global X - Nasdaq 100 Tail Risk

$15,270

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQTRSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield18.06%2.98%

5 years, per year+8.8%+10.4%

3 years, per year+18.4%+20.3%

Worst drop · 1Y−12.3%−6.9%

Volatility · 1Y17.5%11.7%

5–1measures 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QTR, SCHD

Today

5.5%most shared, QTR and SCHD

QTRSCHD

QTR—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

$1,781most kept, QTR

QTR$1,806 − $25 = $1,781

SCHD$298 − $6 = $292

KeptFee

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