SHRY vs SCHD

ASHRY

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SHRY $16,137

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common26.0%SHRY and SCHD

SHRY

SCHD

First Trust Bloomberg Shareholder Yield ETF · $17MSchwab U.S. Dividend Equity ETF · $121B

+20.7%3 years · per year$17,576 · $17,908+21.4%

+10.0%5 years · per year$16,137 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $291 on $10k2.91%

−7.6%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHRY · SCHD

2.9%MO3.0%

2.8%ACN3.7%

2.7%COP4.1%

2.7%CVX4.2%

Held in common26.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.50%	+2.6%	+19.3%	+22.5%	+20.7%	+10.0%	−7.6%	$17M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.50%	+2.6%	+19.3%	+22.5%	+20.7%	+10.0%	−7.6%	$17M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHRY vs SCHD

SHRY

First Trust Bloomberg Shareholder Yield

$16,137

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSHRYSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.50%2.91%

5 years, per year+10.0%+11.0%

3 years, per year+20.7%+21.4%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y13.1%11.5%

6–0measures won
SCHD first

26.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SHRY, SCHD

Today

26.0%most shared, SHRY and SCHD

SHRYSCHD

SHRY—26.0%

SCHD26.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SHRY$150 − $60 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee