SCHD vs PSDM

ASCHD

BPSDM

Measures won2–3PSDM wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.45%PSDM · $445 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common0.0%SCHD and PSDM

SCHD

PSDM

Schwab U.S. Dividend Equity ETF · $123BPGIM Short Duration Multi-Secto · $277M

+21.4%3 years · per year$17,908 · $11,757+5.5%

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

2.91%12-mo yield$291 · $445 on $10k4.45%

−6.9%Worst dropSmaller wins−1.2%

11.5%VolatilityLower wins1.7%

2–3PSDM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · PSDM

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

Held in common0.0%

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	BPSDM	PGIM Short Duration Multi-SectoRead Desk		0.40%	4.45%	+0.2%	+1.4%	+2.3%	+5.5%	new	−1.2%	$277M

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	BPSDM	PGIM Short Duration Multi-SectoRead Desk		0.40%	4.45%	+0.2%	+1.4%	+2.3%	+5.5%	new	−1.2%	$277M

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 PSDM

SCHD

Schwab U.S. Dividend Equity

$16,881

PSDM

PGIM Short Duration Multi-Secto

[…]

MeasureSCHDPSDM

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield2.91%4.45%

5 years, per year+11.0%[…]

3 years, per year+21.4%+5.5%

Worst drop · 1Y−6.9%−1.2%

Volatility · 1Y11.5%1.7%

3–2measures won
PSDM first

0.0%

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, PSDM

Today

0.0%most shared, SCHD and PSDM

SCHDPSDM

SCHD—0.0%

PSDM0.0%—

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

Income After Fees on $10,000

$405most kept, PSDM

PSDM$445 − $40 = $405

SCHD$291 − $6 = $285

KeptFee

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