ROCY vs SCHD

AROCY

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.59%ROCY · $459 on $10k

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

Held in common5.3%ROCY and SCHD

ROCY

SCHD

JPMorgan Equity Premium Yield ETF · $884MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

4.59%12-mo yield$459 · $298 on $10k2.98%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsROCY · SCHD

0.9%UNH3.9%

0.9%COP3.8%

0.8%EOG1.8%

0.8%BMY3.1%

Held in common5.3%

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	AROCY	JPMorgan Equity Premium Yield ETFRead Desk		0.35%	4.59%	−4.1%	new	new	new	new	[…]	$884M

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	AROCY	JPMorgan Equity Premium Yield ETFRead Desk		0.35%	4.59%	−4.1%	new	new	new	new	[…]	$884M

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

ROCY vs SCHD

ROCY

JPMorgan Equity Premium Yield

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureROCYSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield4.59%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

1–1measures won
level

5.3%

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: ROCY, SCHD

Today

5.3%most shared, ROCY and SCHD

ROCYSCHD

ROCY—5.3%

SCHD5.3%—

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

Income After Fees on $10,000

$424most kept, ROCY

ROCY$459 − $35 = $424

SCHD$298 − $6 = $292

KeptFee

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