QYLD vs SCHD

AQYLD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · QYLD $14,690

Lowest cost0.06%SCHD · $6 on $10k

Most income11.90%QYLD · $1,190 on $10k

Smallest drop−5.7%QYLD · worst fall in 1Y

Held in common5.4%QYLD and SCHD

QYLD

SCHD

Global X - Nasdaq 100 Covered Call ETF · $8.2BSchwab U.S. Dividend Equity ETF · $123B

+16.2%3 years · per year$15,676 · $17,908+21.4%

+8.0%5 years · per year$14,690 · $16,881+11.0%

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

11.90%12-mo yield$1,190 · $291 on $10k2.91%

−5.7%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQYLD · SCHD

1.3%TXN4.8%

1.1%AMGN4.1%

0.9%PEP3.8%

0.8%QCOM3.8%

Held in common5.4%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQYLD	Global X - Nasdaq 100 Covered Call ETFRead Desk		0.60%	11.90%	+1.2%	+12.4%	+16.1%	+16.2%	+8.0%	−5.7%	$8.2B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQYLD	Global X - Nasdaq 100 Covered Call ETFRead Desk		0.60%	11.90%	+1.2%	+12.4%	+16.1%	+16.2%	+8.0%	−5.7%	$8.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QYLD vs SCHD

QYLD

Global X - Nasdaq 100 Covered Call

$14,690

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQYLDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield11.90%2.91%

5 years, per year+8.0%+11.0%

3 years, per year+16.2%+21.4%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y11.8%11.5%

4–2measures won
SCHD first

5.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QYLD, SCHD

Today

5.4%most shared, QYLD and SCHD

QYLDSCHD

QYLD—5.4%

SCHD5.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,130most kept, QYLD

QYLD$1,190 − $60 = $1,130

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee