SCHD vs GLOF

ASCHD

BGLOF

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,980GLOF · SCHD $16,267

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 common5.0%SCHD and GLOF

SCHD

GLOF

Schwab U.S. Dividend Equity ETF · $120BiShares Global Equity Factor ETF · $205M

+20.0%3 years · per year$17,266 · $18,449+22.6%

+10.2%5 years · per year$16,267 · $16,980+11.2%

0.06%Expense ratio$6 · $20 on $10k · lower wins0.20%

3.00%12-mo yield$300 · $161 on $10k1.61%

−6.9%Worst dropSmaller wins−9.1%

11.7%VolatilityLower wins14.5%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · GLOF

4.5%PG0.5%

3.1%MO0.4%

4.0%PEP0.4%

3.8%MRK0.4%

Held in common5.0%

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	BGLOF	iShares Global Equity Factor ETFRead Desk		0.20%	1.61%	−4.2%	+10.3%	+12.7%	+22.6%	+11.2%	−9.1%	$205M
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	BGLOF	iShares Global Equity Factor ETFRead Desk		0.20%	1.61%	−4.2%	+10.3%	+12.7%	+22.6%	+11.2%	−9.1%	$205M
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 GLOF

SCHD

Schwab U.S. Dividend Equity

$16,267

GLOF

iShares Global Equity Factor

$16,980

MeasureSCHDGLOF

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield3.00%1.61%

5 years, per year+10.2%+11.2%

3 years, per year+20.0%+22.6%

Worst drop · 1Y−6.9%−9.1%

Volatility · 1Y11.7%14.5%

4–2measures won
SCHD first

5.0%

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, GLOF

Today

5.0%most shared, SCHD and GLOF

SCHDGLOF

SCHD—5.0%

GLOF5.0%—

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

GLOF$161 − $20 = $141

KeptFee

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