SCHD vs CAM

ASCHD

BCAM

Measures won1–3CAM wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.26%CAM · $326 on $10k

Smallest drop−4.2%CAM · worst fall in 1Y

Held in common[…]SCHD and CAM

SCHD

CAM

Schwab U.S. Dividend Equity ETF · $120BAlliance Bernstein - AB California Intermediate Municipal ETF · $1.2B

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

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

0.06%Expense ratio$6 · $27 on $10k · lower wins0.27%

3.00%12-mo yield$300 · $326 on $10k3.26%

−6.9%Worst dropSmaller wins−4.2%

11.7%VolatilityLower wins2.7%

1–3CAM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CAM

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

Held in common[…]

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%	$119.9B
2	BCAM	Alliance Bernstein - AB California Intermediate Municipal ETFRead Desk		0.27%	3.26%	+0.1%	+1.2%	+1.8%	new	new	−4.2%	$1.2B

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%	$119.9B
2	BCAM	Alliance Bernstein - AB California Intermediate Municipal ETFRead Desk		0.27%	3.26%	+0.1%	+1.2%	+1.8%	new	new	−4.2%	$1.2B

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 CAM

SCHD

Schwab U.S. Dividend Equity

$16,267

CAM

Alliance Bernstein - AB California Intermediate Municipal

[…]

MeasureSCHDCAM

Fee0.06%0.27%

Cost on $10k a year$6$27

Yield3.00%3.26%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−4.2%

Volatility · 1Y11.7%2.7%

3–1measures won
CAM first

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, CAM

Today

[…]holdings […]

SCHDCAM

SCHD—[…]

CAM[…]—

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

Income After Fees on $10,000

$299most kept, CAM

CAM$326 − $27 = $299

SCHD$300 − $6 = $294

KeptFee

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