SCHD vs SSK

ASCHD

BSSK

Measures won3–1SCHD wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income24.83%SSK · $2,483 on $10k

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

Held in common[…]SCHD and SSK

SCHD

SSK

Schwab U.S. Dividend Equity ETF · $120BETF Opportunities Trust - REX-Osprey SOL + Staking ETF · $79M

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

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

0.06%Expense ratio$6 · $75 on $10k · lower wins0.75%

3.00%12-mo yield$300 · $2,483 on $10k24.83%

−6.9%Worst dropSmaller wins−61.1%

11.7%VolatilityLower wins69.0%

3–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SSK

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

Held in common[…]

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	BSSK	ETF Opportunities Trust - REX-Osprey SOL + Staking ETFRead Desk	0.75%	24.83%	0.0%	−24.7%	−41.9%	new	new	−61.1%	$79M

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	BSSK	ETF Opportunities Trust - REX-Osprey SOL + Staking ETFRead Desk	0.75%	24.83%	0.0%	−24.7%	−41.9%	new	new	−61.1%	$79M

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 SSK

SCHD

Schwab U.S. Dividend Equity

$16,267

SSK

ETF Opportunities Trust - REX-Osprey SOL + Staking

[…]

MeasureSCHDSSK

Fee0.06%0.75%

Cost on $10k a year$6$75

Yield3.00%24.83%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−61.1%

Volatility · 1Y11.7%69.0%

3–1measures won
SCHD first

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, SSK, JEPI

Today

8.2%most shared, SCHD and JEPI

SCHDSSKJEPI

SCHD—[…]8.2%

SSK[…]—[…]

JEPI8.2%[…]—

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

Income After Fees on $10,000

$2,408most kept, SSK

SSK$2,483 − $75 = $2,408

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

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