SCHD vs CEFS

ASCHD

BCEFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,277CEFS · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income7.63%CEFS · $763 on $10k

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

Held in common0.0%SCHD and CEFS

SCHD

CEFS

Schwab U.S. Dividend Equity ETF · $120BSaba Opportunistic Hedged Closed-End Funds ETF · $410M

+20.0%3 years · per year$17,266 · $17,564+20.7%

+10.2%5 years · per year$16,267 · $17,277+11.6%

0.06%Expense ratio$6 · $111 on $10k · lower wins1.11%

3.00%12-mo yield$300 · $763 on $10k7.63%

−6.9%Worst dropSmaller wins−9.4%

11.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CEFS

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

Held in common0.0%

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	BCEFS	Saba Opportunistic Hedged Closed-End Funds ETFRead Desk		1.11%	7.63%	+0.9%	+6.6%	+10.2%	+20.7%	+11.6%	−9.4%	$410M
2	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

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	BCEFS	Saba Opportunistic Hedged Closed-End Funds ETFRead Desk		1.11%	7.63%	+0.9%	+6.6%	+10.2%	+20.7%	+11.6%	−9.4%	$410M
2	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

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 CEFS

SCHD

Schwab U.S. Dividend Equity

$16,267

CEFS

Saba Opportunistic Hedged Closed-End Funds

$17,277

MeasureSCHDCEFS

Fee0.06%1.11%

Cost on $10k a year$6$111

Yield3.00%7.63%

5 years, per year+10.2%+11.6%

3 years, per year+20.0%+20.7%

Worst drop · 1Y−6.9%−9.4%

Volatility · 1Y11.7%12.8%

3–3measures won
level

0.0%

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, CEFS

Today

0.0%most shared, SCHD and CEFS

SCHDCEFS

SCHD—0.0%

CEFS0.0%—

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

Income After Fees on $10,000

$652most kept, CEFS

CEFS$763 − $111 = $652

SCHD$300 − $6 = $294

KeptFee

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