ROKT vs SCHD

AROKT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,800ROKT · 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 common2.8%ROKT and SCHD

ROKT

SCHD

State Street SPDR S&P Kensho Final Frontiers ETF · $150MSchwab U.S. Dividend Equity ETF · $123B

+34.8%3 years · per year$24,481 · $17,414+20.3%

+18.9%5 years · per year$23,800 · $16,375+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.22%12-mo yield$22 · $298 on $10k2.98%

−31.7%Worst dropSmaller wins−6.9%

33.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsROKT · SCHD

4.2%LMT2.8%

Held in common2.8%

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	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk		0.45%	0.22%	−6.2%	+9.8%	+19.3%	+34.8%	+18.9%	−31.7%	$150M
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	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk		0.45%	0.22%	−6.2%	+9.8%	+19.3%	+34.8%	+18.9%	−31.7%	$150M
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

ROKT vs SCHD

ROKT

SPDR S&P Kensho Final Frontiers

$23,800

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureROKTSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.22%2.98%

5 years, per year+18.9%+10.4%

3 years, per year+34.8%+20.3%

Worst drop · 1Y−31.7%−6.9%

Volatility · 1Y33.3%11.7%

4–2measures won
SCHD first

2.8%

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: ROKT, SCHD

Today

2.8%most shared, ROKT and SCHD

ROKTSCHD

ROKT—2.8%

SCHD2.8%—

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

ROKT$22 − $45 = −$23

KeptFee

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