SCHD vs PSAI

ASCHD

BPSAI

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common11.3%SCHD and PSAI

SCHD

PSAI

Schwab U.S. Dividend Equity ETF · $122BPacer Funds Trust - Pacer S&P 500 3AI Top 100 ETF · $2M

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

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

0.06%Expense ratio$6 · $49 on $10k · lower wins0.49%

2.96%12-mo yield$296 · $9 on $10k0.09%

−6.9%Worst dropSmaller wins[…]

11.8%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · PSAI

1.9%EOG1.1%

1.5%FAST1.0%

3.9%COP1.0%

3.0%MO0.9%

Held in common11.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BPSAI	Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETFRead Desk	0.49%	0.09%	+1.1%	new	new	new	new	[…]	$2M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BPSAI	Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETFRead Desk	0.49%	0.09%	+1.1%	new	new	new	new	[…]	$2M

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 PSAI

SCHD

Schwab U.S. Dividend Equity

$16,459

PSAI

Pacer Funds Trust - Pacer S&P 500 3AI Top 100

[…]

MeasureSCHDPSAI

Fee0.06%0.49%

Cost on $10k a year$6$49

Yield2.96%0.09%

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

11.3%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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

Overlap: SCHD, PSAI, IWF

Today

11.3%most shared, SCHD and PSAI

SCHDPSAIIWF

SCHD—11.3%3.6%

PSAI11.3%—3.6%

IWF3.6%3.6%—

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

IWF$38 − $18 = $20

PSAI$9 − $49 = −$40

KeptFee

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