QWLD vs SCHD

AQWLD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · QWLD $15,872

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common8.2%QWLD and SCHD

QWLD

SCHD

State Street SPDR MSCI World StrategicFactors ETF · $178MSchwab U.S. Dividend Equity ETF · $123B

+18.4%3 years · per year$16,610 · $17,414+20.3%

+9.7%5 years · per year$15,872 · $16,375+10.4%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.77%12-mo yield$177 · $298 on $10k2.98%

−7.6%Worst dropSmaller wins−6.9%

10.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQWLD · SCHD

0.9%PG4.4%

0.8%MRK3.8%

0.8%KO4.2%

0.6%PEP3.9%

Held in common8.2%

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%	$122.9B
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.77%	−2.9%	+10.2%	+14.0%	+18.4%	+9.7%	−7.6%	$178M

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%	$122.9B
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.77%	−2.9%	+10.2%	+14.0%	+18.4%	+9.7%	−7.6%	$178M

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

QWLD vs SCHD

QWLD

SPDR MSCI World StrategicFactors

$15,872

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQWLDSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.77%2.98%

5 years, per year+9.7%+10.4%

3 years, per year+18.4%+20.3%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y10.3%11.7%

5–1measures won
SCHD first

8.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QWLD, SCHD

Today

8.2%most shared, QWLD and SCHD

QWLDSCHD

QWLD—8.2%

SCHD8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

QWLD$177 − $30 = $147

KeptFee

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