SCHD vs SAMM

ASCHD

BSAMM

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common5.1%SCHD and SAMM

SCHD

SAMM

Schwab U.S. Dividend Equity ETF · $120BStrategas Macro Momentum ETF · $40M

+20.0%3 years · per year$17,266 · […][…]

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $107 on $10k · lower wins1.07%

3.00%12-mo yield$300 · $104 on $10k1.04%

−6.9%Worst dropSmaller wins−17.9%

11.7%VolatilityLower wins22.2%

4–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SAMM

4.3%KO2.6%

1.7%TGT2.9%

0.4%APA2.2%

0.4%DINO2.8%

Held in common5.1%

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

Both

5Y2 funds

#			Trend
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%	$119.9B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

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 SAMM

SCHD

Schwab U.S. Dividend Equity

$16,267

SAMM

Strategas Macro Momentum

[…]

MeasureSCHDSAMM

Fee0.06%1.07%

Cost on $10k a year$6$107

Yield3.00%1.04%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−17.9%

Volatility · 1Y11.7%22.2%

4–0measures won
SCHD first

5.1%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, SAMM

Today

5.1%most shared, SCHD and SAMM

SCHDSAMM

SCHD—5.1%

SAMM5.1%—

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

SAMM$104 − $107 = −$3

KeptFee

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