SCHD vs SDTY

ASCHD

BSDTY

Measures won3–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income29.84%SDTY · $2,984 on $10k

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

Held in common[…]SCHD and SDTY

SCHD

SDTY

Schwab U.S. Dividend Equity ETF · $120BYieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M

+20.3%3 years · per year$17,414 · […][…]

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $108 on $10k · lower wins1.08%

2.98%12-mo yield$298 · $2,984 on $10k29.84%

−6.9%Worst dropSmaller wins−8.0%

11.7%VolatilityLower wins12.6%

3–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SDTY

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.84%	−4.3%	+7.9%	+10.5%	new	new	−8.0%	$41M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.84%	−4.3%	+7.9%	+10.5%	new	new	−8.0%	$41M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SDTY

SCHD

Schwab U.S. Dividend Equity

$16,375

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

MeasureSCHDSDTY

Fee0.06%1.08%

Cost on $10k a year$6$108

Yield2.98%29.84%

5 years, per year+10.4%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−6.9%−8.0%

Volatility · 1Y11.7%12.6%

3–1measures won
SCHD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, SDTY

Today

[…]holdings […]

SCHDSDTY

SCHD—[…]

SDTY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,876most kept, SDTY

SDTY$2,984 − $108 = $2,876

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee