ROPE vs SCHD

AROPE

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.7%ROPE · worst fall in 1Y

Held in common20.4%ROPE and SCHD

ROPE

SCHD

EA Series Trust - Coastal Compass 100 ETF · $25MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.81%Expense ratio$81 · $6 on $10k · lower wins0.06%

1.67%12-mo yield$167 · $291 on $10k2.91%

−6.7%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsROPE · SCHD

5.3%PG4.3%

6.1%AMGN4.1%

5.1%MO3.0%

4.8%UPS1.9%

Held in common20.4%

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%	$121.5B
2	AROPE	EA Series Trust - Coastal Compass 100 ETFRead Desk		0.81%	1.67%	+2.4%	+18.1%	+24.8%	new	new	−6.7%	$25M

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%	$121.5B
2	AROPE	EA Series Trust - Coastal Compass 100 ETFRead Desk		0.81%	1.67%	+2.4%	+18.1%	+24.8%	new	new	−6.7%	$25M

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

ROPE vs SCHD

ROPE

EA Series Trust - Coastal Compass 100

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureROPESCHD

Fee0.81%0.06%

Cost on $10k a year$81$6

Yield1.67%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.9%11.5%

2–2measures won
level

20.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROPE, SCHD

Today

20.4%most shared, ROPE and SCHD

ROPESCHD

ROPE—20.4%

SCHD20.4%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ROPE$167 − $81 = $86

KeptFee

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