QTUM vs SCHD

AQTUM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,401QTUM · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.2%QTUM and SCHD

QTUM

SCHD

Defiance Quantum ETF · $4.6BSchwab U.S. Dividend Equity ETF · $120B

+40.9%3 years · per year$27,943 · $17,266+20.0%

+19.5%5 years · per year$24,401 · $16,267+10.2%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

1.14%12-mo yield$114 · $300 on $10k3.00%

−29.0%Worst dropSmaller wins−6.9%

34.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTUM · SCHD

1.6%LMT2.8%

1.4%TXN4.3%

1.2%QCOM3.6%

Held in common4.2%

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	AQTUM	Defiance Quantum ETFRead Desk		0.40%	1.14%	+3.4%	+13.3%	+11.5%	+40.9%	+19.5%	−29.0%	$4.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	AQTUM	Defiance Quantum ETFRead Desk		0.40%	1.14%	+3.4%	+13.3%	+11.5%	+40.9%	+19.5%	−29.0%	$4.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

QTUM vs SCHD

QTUM

Defiance Quantum

$24,401

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQTUMSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.14%3.00%

5 years, per year+19.5%+10.2%

3 years, per year+40.9%+20.0%

Worst drop · 1Y−29.0%−6.9%

Volatility · 1Y34.4%11.7%

4–2measures won
SCHD first

4.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QTUM, SCHD

Today

4.2%most shared, QTUM and SCHD

QTUMSCHD

QTUM—4.2%

SCHD4.2%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

QTUM$114 − $40 = $74

KeptFee

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