SCHD vs CBLS

ASCHD

BCBLS

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · CBLS $10,693

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 common4.3%SCHD and CBLS

SCHD

CBLS

Schwab U.S. Dividend Equity ETF · $120BClough Hedged Equity ETF · $31M

+20.0%3 years · per year$17,266 · $14,811+14.0%

+10.2%5 years · per year$16,267 · $10,693+1.3%

0.06%Expense ratio$6 · $189 on $10k · lower wins1.89%

3.00%12-mo yield$300 · $90 on $10k0.90%

−6.9%Worst dropSmaller wins−21.2%

11.7%VolatilityLower wins19.9%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CBLS

3.9%UNH2.8%

1.1%DVN2.4%

0.4%APA2.1%

3.6%VZ-1.3%

Held in common4.3%

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	BCBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M

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	BCBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M

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 CBLS

SCHD

Schwab U.S. Dividend Equity

$16,267

CBLS

Clough Hedged Equity

$10,693

MeasureSCHDCBLS

Fee0.06%1.89%

Cost on $10k a year$6$189

Yield3.00%0.90%

5 years, per year+10.2%+1.3%

3 years, per year+20.0%+14.0%

Worst drop · 1Y−6.9%−21.2%

Volatility · 1Y11.7%19.9%

6–0measures won
SCHD first

4.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, CBLS

Today

4.3%most shared, SCHD and CBLS

SCHDCBLS

SCHD—4.3%

CBLS4.3%—

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

CBLS$90 − $189 = −$99

KeptFee

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