ROKT vs SCHD

AROKT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$25,650ROKT · SCHD $16,459

Lowest cost0.05%VXUS · $5 on $10k

Most income2.96%SCHD · $296 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 · $138MSchwab U.S. Dividend Equity ETF · $122B

+37.5%3 years · per year$26,010 · $17,123+19.6%

+20.7%5 years · per year$25,650 · $16,459+10.5%

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

0.21%12-mo yield$21 · $296 on $10k2.96%

−31.7%Worst dropSmaller wins−6.9%

33.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROKT · SCHD

4.1%LMT2.8%

Held in common2.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk	0.45%	0.21%	+5.5%	+19.9%	+31.9%	+37.5%	+20.7%	−31.7%	$138M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk	0.45%	0.21%	+5.5%	+19.9%	+31.9%	+37.5%	+20.7%	−31.7%	$138M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 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

$25,650

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureROKTSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.21%2.96%

5 years, per year+20.7%+10.5%

3 years, per year+37.5%+19.6%

Worst drop · 1Y−31.7%−6.9%

Volatility · 1Y33.8%11.8%

4–2measures won
SCHD first

2.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ROKT, SCHD, VXUS

Today

2.8%most shared, ROKT and SCHD

ROKTSCHDVXUS

ROKT—2.8%0.0%

SCHD2.8%—0.0%

VXUS0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VXUS$239 − $5 = $234

ROKT$21 − $45 = −$24

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee