SCHD vs SWAN

ASCHD

BSWAN

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SWAN $10,678

Lowest cost0.06%SCHD · $6 on $10k

Most income3.46%SWAN · $346 on $10k

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

Held in common0.0%SCHD and SWAN

SCHD

SWAN

Schwab U.S. Dividend Equity ETF · $120BAmplify BlackSwan Growth & Treasury Core ETF · $150M

+20.0%3 years · per year$17,266 · $14,848+14.1%

+10.2%5 years · per year$16,267 · $10,678+1.3%

0.06%Expense ratio$6 · $49 on $10k · lower wins0.49%

3.00%12-mo yield$300 · $346 on $10k3.46%

−6.9%Worst dropSmaller wins−7.0%

11.7%VolatilityLower wins11.1%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SWAN

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

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	BSWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.46%	+0.1%	+0.7%	+1.0%	+14.1%	+1.3%	−7.0%	$150M

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	BSWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.46%	+0.1%	+0.7%	+1.0%	+14.1%	+1.3%	−7.0%	$150M

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 SWAN

SCHD

Schwab U.S. Dividend Equity

$16,267

SWAN

Amplify BlackSwan Growth & Treasury Core

$10,678

MeasureSCHDSWAN

Fee0.06%0.49%

Cost on $10k a year$6$49

Yield3.00%3.46%

5 years, per year+10.2%+1.3%

3 years, per year+20.0%+14.1%

Worst drop · 1Y−6.9%−7.0%

Volatility · 1Y11.7%11.1%

4–2measures 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, SWAN

Today

0.0%most shared, SCHD and SWAN

SCHDSWAN

SCHD—0.0%

SWAN0.0%—

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

Income After Fees on $10,000

$297most kept, SWAN

SWAN$346 − $49 = $297

SCHD$300 − $6 = $294

KeptFee

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