SCHD vs ALAI

ASCHD

BALAI

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.6%SCHD and ALAI

SCHD

ALAI

Schwab U.S. Dividend Equity ETF · $120BAlger AI Enablers & Adopters ETF · $2.3B

+20.0%3 years · per year$17,266 · […][…]

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $58 on $10k · lower wins0.58%

3.00%12-mo yield$300 · $140 on $10k1.40%

−6.9%Worst dropSmaller wins−21.1%

11.7%VolatilityLower wins29.6%

4–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · ALAI

3.9%UNH0.6%

Held in common0.6%

End-of-day Nov 6, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs ALAI

SCHD

Schwab U.S. Dividend Equity

$16,267

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSCHDALAI

Fee0.06%0.58%

Cost on $10k a year$6$58

Yield3.00%1.40%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−21.1%

Volatility · 1Y11.7%29.6%

4–0measures won
SCHD first

0.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, ALAI

Today

0.6%most shared, SCHD and ALAI

SCHDALAI

SCHD—0.6%

ALAI0.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ALAI$140 − $58 = $82

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee