QUS vs SCHD

AQUS

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,500QUS · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.8%QUS · worst fall in 1Y

Held in common13.0%QUS and SCHD

QUS

SCHD

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BSchwab U.S. Dividend Equity ETF · $120B

+19.1%3 years · per year$16,913 · $17,266+20.0%

+10.5%5 years · per year$16,500 · $16,267+10.2%

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

1.25%12-mo yield$125 · $300 on $10k3.00%

−6.8%Worst dropSmaller wins−6.9%

9.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQUS · SCHD

1.5%MRK3.8%

1.3%PG4.5%

1.3%KO4.3%

0.8%ACN3.9%

Held in common13.0%

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

All Three

5Y3 funds

#
1	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B
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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B
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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

QUS vs SCHD

QUS

SPDR MSCI USA StrategicFactors

$16,500

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQUSSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.25%3.00%

5 years, per year+10.5%+10.2%

3 years, per year+19.1%+20.0%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y9.8%11.7%

3–3measures won
level

13.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: QUS, SCHD, VUG

Today

35.7%most shared, QUS and VUG

QUSSCHDVUG

QUS—13.0%35.7%

SCHD13.0%—0.8%

VUG35.7%0.8%—

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

QUS$125 − $15 = $110

VUG$42 − $3 = $39

KeptFee

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