SEQ vs SCHK5YSEQSEQAvsBSCHKSCHKSequoia ETF · $7.1BSchwab 1000 Index ETF · $5.7BReturns · dividends in[…]3 years · per year[…] · $17,939+21.5%[…]5 years · per year[…] · $16,788+10.9%Cost and income0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $105 on $10k1.05%Risk · 1 year
$10,000 in SEQ, SCHK, IALT5Y$10k startSCHK $16.8kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SEQ, SCHK, IALTToday21.1%most shared, SCHK and IALTSEQSCHKIALTSEQ—[…][…]SCHK[…]—21.1%IALT[…]21.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SEQ vs SCHK5YASEQSequoia[…]vsSCHKBSchwab 1000 Index$16,788MeasureSEQSCHKFee0.99%0.03%Cost on $10k a year$99$3Yield0.00%1.05%5 years, per year[…]+10.9%3 years, per year[…]+21.5%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]14.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHKSchwab 1000 Index ETFReadDesk0.03%1.05%−0.4%+11.8%+11.9%+21.5%+10.9%−8.9%$5.7B2ASEQSequoia ETFReadDesk0.99%0.00%−0.2%newnewnewnew[…]$7.1B3IALTiShares Systematic Alternatives Active ETFReadDesk0.99%0.39%+0.4%+15.1%newnewnew[…]$7.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHKSchwab 1000 Index ETFReadDesk0.03%1.05%−0.4%+11.8%+11.9%+21.5%+10.9%−8.9%$5.7B2ASEQSequoia ETFReadDesk0.99%0.00%−0.2%newnewnewnew[…]$7.1B3IALTiShares Systematic Alternatives Active ETFReadDesk0.99%0.39%+0.4%+15.1%newnewnew[…]$7.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SEQ, SCHK, IALTToday21.1%most shared, SCHK and IALTSEQSCHKIALTSEQ—[…][…]SCHK[…]—21.1%IALT[…]21.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$102most kept, SCHKSCHK$105 − $3 = $102IALT$39 − $99 = −$60SEQ$0 − $99 = −$99KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee