SCHD vs MART

ASCHD

BMART

Measures won3–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−5.3%MART · worst fall in 1Y

Held in common[…]SCHD and MART

SCHD

MART

Schwab U.S. Dividend Equity ETF · $122BAllianzIM U.S. Equity Buffer10 Mar ETF · $29M

+19.6%3 years · per year$17,123 · $15,889+16.7%

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

0.06%Expense ratio$6 · $74 on $10k · lower wins0.74%

2.96%12-mo yield$296 · $0 on $10k0.00%

−6.9%Worst dropSmaller wins−5.3%

11.8%VolatilityLower wins7.9%

3–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · MART

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
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	BMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk		0.74%	0.00%	+1.6%	+10.8%	+13.4%	+16.7%	new	−5.3%	$29M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk		0.74%	0.00%	+1.6%	+10.8%	+13.4%	+16.7%	new	−5.3%	$29M

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 MART

SCHD

Schwab U.S. Dividend Equity

$16,459

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

MeasureSCHDMART

Fee0.06%0.74%

Cost on $10k a year$6$74

Yield2.96%0.00%

5 years, per year+10.5%[…]

3 years, per year+19.6%+16.7%

Worst drop · 1Y−6.9%−5.3%

Volatility · 1Y11.8%7.9%

3–2measures won
SCHD first

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, MART

Today

[…]holdings […]

SCHDMART

SCHD—[…]

MART[…]—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MART$0 − $74 = −$74

KeptFee

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