REVS vs SCHD

AREVS

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,077REVS · SCHD $16,375

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 common12.8%REVS and SCHD

REVS

SCHD

Columbia Research Enhanced Value ETF · $398MSchwab U.S. Dividend Equity ETF · $123B

+23.1%3 years · per year$18,667 · $17,414+20.3%

+12.6%5 years · per year$18,077 · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.75%12-mo yield$176 · $298 on $10k2.98%

−6.9%Worst dropSmaller wins−6.9%

11.9%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · SCHD

2.9%CVX3.9%

2.4%MO3.0%

1.7%BMY3.1%

1.2%TGT1.7%

Held in common12.8%

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.75%	−2.5%	+21.3%	+26.6%	+23.1%	+12.6%	−6.9%	$398M
2	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

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.75%	−2.5%	+21.3%	+26.6%	+23.1%	+12.6%	−6.9%	$398M
2	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

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

REVS vs SCHD

REVS

Columbia Research Enhanced Value

$18,077

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureREVSSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.75%2.98%

5 years, per year+12.6%+10.4%

3 years, per year+23.1%+20.3%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.9%11.7%

3–2measures won
SCHD first

12.8%

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: REVS, SCHD

Today

12.8%most shared, REVS and SCHD

REVSSCHD

REVS—12.8%

SCHD12.8%—

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

REVS$176 − $20 = $156

KeptFee

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