SDTY vs SCHD

ASDTY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SCHD $16,375

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[…]SDTY and SCHD

SDTY

SCHD

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41MSchwab U.S. Dividend Equity ETF · $120B

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

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

1.08%Expense ratio$108 · $6 on $10k · lower wins0.06%

29.84%12-mo yield$2,984 · $298 on $10k2.98%

−8.0%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDTY · SCHD

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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BSCHD	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
3	ASDTY	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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BSCHD	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
3	ASDTY	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

SDTY vs SCHD

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSDTYSCHD

Fee1.08%0.06%

Cost on $10k a year$108$6

Yield29.84%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y12.6%11.7%

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

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

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

Overlap: SDTY, SCHD, SPY

Today

8.5%most shared, SCHD and SPY

SDTYSCHDSPY

SDTY—[…][…]

SCHD[…]—8.5%

SPY[…]8.5%—

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

SPY$103 − $9 = $94

KeptFee

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