SCHD vs ONOF

ASCHD

BONOF

Measures won5–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common8.5%SCHD and ONOF

SCHD

ONOF

Schwab U.S. Dividend Equity ETF · $120BGlobal X - Adaptive U.S. Risk Management ETF · $162M

+20.0%3 years · per year$17,266 · $14,566+13.4%

+10.2%5 years · per year$16,267 · $13,876+6.8%

0.06%Expense ratio$6 · $39 on $10k · lower wins0.39%

3.00%12-mo yield$300 · $126 on $10k1.26%

−6.9%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins13.1%

5–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · ONOF

4.0%CVX0.6%

4.5%PG0.6%

4.3%KO0.6%

3.8%MRK0.6%

Held in common8.5%

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

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BONOF	Global X - Adaptive U.S. Risk Management ETFRead Desk	0.39%	1.26%	+0.3%	+4.8%	+5.6%	+13.4%	+6.8%	−6.9%	$162M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BONOF	Global X - Adaptive U.S. Risk Management ETFRead Desk	0.39%	1.26%	+0.3%	+4.8%	+5.6%	+13.4%	+6.8%	−6.9%	$162M

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 ONOF

SCHD

Schwab U.S. Dividend Equity

$16,267

ONOF

Global X - Adaptive U.S. Risk Management

$13,876

MeasureSCHDONOF

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield3.00%1.26%

5 years, per year+10.2%+6.8%

3 years, per year+20.0%+13.4%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.7%13.1%

5–0measures won
SCHD first

8.5%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, ONOF, VUG

Today

55.0%most shared, ONOF and VUG

SCHDONOFVUG

SCHD—8.5%0.8%

ONOF8.5%—55.0%

VUG0.8%55.0%—

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

ONOF$126 − $39 = $87

VUG$42 − $3 = $39

KeptFee

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