SCHD vs SDEM

ASCHD

BSDEM

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%SCHD and SDEM

SCHD

SDEM

Schwab U.S. Dividend Equity ETF · $120BGlobal X - MSCI SuperDividend Emerging Markets ETF · $43M

+20.0%3 years · per year$17,266 · $17,177+19.8%

+10.2%5 years · per year$16,267 · $13,532+6.2%

0.06%Expense ratio$6 · $66 on $10k · lower wins0.66%

3.00%12-mo yield$300 · $523 on $10k5.23%

−6.9%Worst dropSmaller wins−9.0%

11.7%VolatilityLower wins15.3%

5–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SDEM

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

Held in common0.0%

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%	$119.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BSDEM	Global X - MSCI SuperDividend Emerging Markets ETFRead Desk	0.66%	5.23%	+0.4%	+11.7%	+14.1%	+19.8%	+6.2%	−9.0%	$43M

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%	$119.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BSDEM	Global X - MSCI SuperDividend Emerging Markets ETFRead Desk	0.66%	5.23%	+0.4%	+11.7%	+14.1%	+19.8%	+6.2%	−9.0%	$43M

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 SDEM

SCHD

Schwab U.S. Dividend Equity

$16,267

SDEM

Global X - MSCI SuperDividend Emerging Markets

$13,532

MeasureSCHDSDEM

Fee0.06%0.66%

Cost on $10k a year$6$66

Yield3.00%5.23%

5 years, per year+10.2%+6.2%

3 years, per year+20.0%+19.8%

Worst drop · 1Y−6.9%−9.0%

Volatility · 1Y11.7%15.3%

5–1measures won
SCHD first

0.0%

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, SDEM, JEPI

Today

8.2%most shared, SCHD and JEPI

SCHDSDEMJEPI

SCHD—0.0%8.2%

SDEM0.0%—0.0%

JEPI8.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SDEM$523 − $66 = $457

SCHD$300 − $6 = $294

KeptFee

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