SCHD vs BSJS

ASCHD

BBSJS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BSJS $11,750

Lowest cost0.06%SCHD · $6 on $10k

Most income6.08%BSJS · $608 on $10k

Smallest drop−1.6%BSJS · worst fall in 1Y

Held in common0.0%SCHD and BSJS

SCHD

BSJS

Schwab U.S. Dividend Equity ETF · $123BInvesco BulletShares 2028 High Yield Corporate Bond ETF · $782M

+20.3%3 years · per year$17,414 · $12,920+8.9%

+10.4%5 years · per year$16,375 · $11,750+3.3%

0.06%Expense ratio$6 · $42 on $10k · lower wins0.42%

2.98%12-mo yield$298 · $608 on $10k6.08%

−6.9%Worst dropSmaller wins−1.6%

11.7%VolatilityLower wins2.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · BSJS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ASCHD	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
2	BBSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETFRead Desk		0.42%	6.08%	−0.1%	+2.9%	+4.5%	+8.9%	+3.3%	−1.6%	$782M

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	ASCHD	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
2	BBSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETFRead Desk		0.42%	6.08%	−0.1%	+2.9%	+4.5%	+8.9%	+3.3%	−1.6%	$782M

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

SCHD vs BSJS

SCHD

Schwab U.S. Dividend Equity

$16,375

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond

$11,750

MeasureSCHDBSJS

Fee0.06%0.42%

Cost on $10k a year$6$42

Yield2.98%6.08%

5 years, per year+10.4%+3.3%

3 years, per year+20.3%+8.9%

Worst drop · 1Y−6.9%−1.6%

Volatility · 1Y11.7%2.6%

3–3measures won
level

0.0%

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: SCHD, BSJS

Today

0.0%most shared, SCHD and BSJS

SCHDBSJS

SCHD—0.0%

BSJS0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$566most kept, BSJS

BSJS$608 − $42 = $566

SCHD$298 − $6 = $292

KeptFee

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