SCHD vs BOUT

ASCHD

BBOUT

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · BOUT $11,638

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.4%SCHD and BOUT

SCHD

BOUT

Schwab U.S. Dividend Equity ETF · $123BCapForce IBD Breakout Opportunities ETF · $14M

+21.4%3 years · per year$17,908 · $14,379+12.9%

+11.0%5 years · per year$16,881 · $11,638+3.1%

0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%

2.91%12-mo yield$291 · $31 on $10k0.31%

−6.9%Worst dropSmaller wins−18.1%

11.5%VolatilityLower wins22.2%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · BOUT

0.4%APA3.7%

Held in common0.4%

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BBOUT	CapForce IBD Breakout Opportunities ETFRead Desk		0.80%	0.31%	+1.0%	+11.5%	+7.4%	+12.9%	+3.1%	−18.1%	$14M

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BBOUT	CapForce IBD Breakout Opportunities ETFRead Desk		0.80%	0.31%	+1.0%	+11.5%	+7.4%	+12.9%	+3.1%	−18.1%	$14M

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

SCHD vs BOUT

SCHD

Schwab U.S. Dividend Equity

$16,881

BOUT

CapForce IBD Breakout Opportunities

$11,638

MeasureSCHDBOUT

Fee0.06%0.80%

Cost on $10k a year$6$80

Yield2.91%0.31%

5 years, per year+11.0%+3.1%

3 years, per year+21.4%+12.9%

Worst drop · 1Y−6.9%−18.1%

Volatility · 1Y11.5%22.2%

6–0measures won
SCHD first

0.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, BOUT

Today

0.4%most shared, SCHD and BOUT

SCHDBOUT

SCHD—0.4%

BOUT0.4%—

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

BOUT$31 − $80 = −$49

KeptFee

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