SCHD vs SHRT

ASCHD

BSHRT

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

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 common2.3%SCHD and SHRT

SCHD

SHRT

Schwab U.S. Dividend Equity ETF · $120BGotham Short Strategies ETF · $13M

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

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

0.06%Expense ratio$6 · $135 on $10k · lower wins1.35%

2.96%12-mo yield$296 · $7 on $10k0.07%

−6.9%Worst dropSmaller wins−19.6%

11.8%VolatilityLower wins14.5%

4–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SHRT

4.0%CVX0.4%

3.0%BMY0.3%

0.6%HSY0.3%

3.9%COP0.3%

Held in common2.3%

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

Both

5Y2 funds

#			Trend
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%	$119.9B
2	BSHRT	Gotham Short Strategies ETFRead Desk		1.35%	0.07%	−2.1%	−8.0%	−4.6%	new	new	−19.6%	$13M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BSHRT	Gotham Short Strategies ETFRead Desk		1.35%	0.07%	−2.1%	−8.0%	−4.6%	new	new	−19.6%	$13M

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 SHRT

SCHD

Schwab U.S. Dividend Equity

$16,459

SHRT

Gotham Short Strategies

[…]

MeasureSCHDSHRT

Fee0.06%1.35%

Cost on $10k a year$6$135

Yield2.96%0.07%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−19.6%

Volatility · 1Y11.8%14.5%

4–0measures won
SCHD first

2.3%

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%

$120BAssets$109B

2–0SCHD wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, SHRT

Today

2.3%most shared, SCHD and SHRT

SCHDSHRT

SCHD—2.3%

SHRT2.3%—

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

SHRT$7 − $135 = −$128

KeptFee

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