SCHD vs GISC

ASCHD

BGISC

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · JEPI $14,448

Lowest cost0.06%SCHD · $6 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.8%SCHD and GISC

SCHD

GISC

Schwab U.S. Dividend Equity ETF · $122BGuggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M

+19.6%3 years · per year$17,123 · […][…]

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $47 on $10k · lower wins0.47%

2.96%12-mo yield$296 · $196 on $10k1.96%

−6.9%Worst dropSmaller wins[…]

11.8%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · GISC

2.2%BX0.8%

0.0%WEN0.1%

Held in common0.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	0.0%	new	new	new	new	[…]	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	0.0%	new	new	new	new	[…]	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs GISC

SCHD

Schwab U.S. Dividend Equity

$16,459

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

MeasureSCHDGISC

Fee0.06%0.47%

Cost on $10k a year$6$47

Yield2.96%1.96%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.8%[…]

2–0measures won
SCHD first

0.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, GISC, JEPI

Today

8.4%most shared, SCHD and JEPI

SCHDGISCJEPI

SCHD—0.8%8.4%

GISC0.8%—0.2%

JEPI8.4%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

GISC$196 − $47 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee