SHOC vs SCHD

ASHOC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common7.0%SHOC and SCHD

SHOC

SCHD

Strive U.S. Semiconductor ETF · $210MSchwab U.S. Dividend Equity ETF · $123B

+45.6%3 years · per year$30,871 · $17,414+20.3%

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

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

0.14%12-mo yield$14 · $298 on $10k2.98%

−26.6%Worst dropSmaller wins−6.9%

42.8%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHOC · SCHD

7.2%TXN4.7%

2.3%QCOM3.9%

Held in common7.0%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$210M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$210M

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

SHOC vs SCHD

SHOC

Strive U.S. Semiconductor

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSHOCSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.14%2.98%

5 years, per year[…]+10.4%

3 years, per year+45.6%+20.3%

Worst drop · 1Y−26.6%−6.9%

Volatility · 1Y42.8%11.7%

4–1measures won
SCHD first

7.0%

holdings shared

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SHOC, SCHD

Today

7.0%most shared, SHOC and SCHD

SHOCSCHD

SHOC—7.0%

SCHD7.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SHOC$14 − $40 = −$26

KeptFee

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