SCHD vs KBWD

ASCHD

BKBWD

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · KBWD $9,364

Lowest cost0.06%SCHD · $6 on $10k

Most income15.61%KBWD · $1,561 on $10k

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

Held in common0.1%SCHD and KBWD

SCHD

KBWD

Schwab U.S. Dividend Equity ETF · $123BInvesco KBW High Dividend Yield Financial ETF · $331M

+21.4%3 years · per year$17,908 · $12,018+6.3%

+11.0%5 years · per year$16,881 · $9,364−1.3%

0.06%Expense ratio$6 · $539 on $10k · lower wins5.39%

2.91%12-mo yield$291 · $1,561 on $10k15.61%

−6.9%Worst dropSmaller wins−23.4%

11.5%VolatilityLower wins17.4%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · KBWD

0.1%APAM2.1%

0.0%WU3.3%

Held in common0.1%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs KBWD

SCHD

Schwab U.S. Dividend Equity

$16,881

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

MeasureSCHDKBWD

Fee0.06%5.39%

Cost on $10k a year$6$539

Yield2.91%15.61%

5 years, per year+11.0%−1.3%

3 years, per year+21.4%+6.3%

Worst drop · 1Y−6.9%−23.4%

Volatility · 1Y11.5%17.4%

5–1measures won
SCHD first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, KBWD

Today

0.1%most shared, SCHD and KBWD

SCHDKBWD

SCHD—0.1%

KBWD0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee