SIXA vs SCHD

ASIXA

BSCHD

Measures won4–2SIXA wins · of 6 · 5Y

$10,000 · 5Y$17,860SIXA · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−5.6%SIXA · worst fall in 1Y

Held in common30.2%SIXA and SCHD

SIXA

SCHD

ETC 6 Meridian Mega Cap Equity ETF · $545MSchwab U.S. Dividend Equity ETF · $120B

+21.6%3 years · per year$17,991 · $17,266+20.0%

+12.3%5 years · per year$17,860 · $16,267+10.2%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

2.01%12-mo yield$201 · $300 on $10k3.00%

−5.6%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.7%

4–2SIXA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIXA · SCHD

4.3%PEP4.0%

3.8%CVX4.0%

4.3%VZ3.6%

5.5%MO3.1%

Held in common30.2%

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

All Three

5Y3 funds

#
1	ASIXA	ETC 6 Meridian Mega Cap Equity ETFRead Desk	0.31%	2.01%	−0.1%	+14.8%	+18.3%	+21.6%	+12.3%	−5.6%	$545M
2	BSCHD	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASIXA	ETC 6 Meridian Mega Cap Equity ETFRead Desk	0.31%	2.01%	−0.1%	+14.8%	+18.3%	+21.6%	+12.3%	−5.6%	$545M
2	BSCHD	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

SIXA vs SCHD

SIXA

ETC 6 Meridian Mega Cap Equity

$17,860

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSIXASCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield2.01%3.00%

5 years, per year+12.3%+10.2%

3 years, per year+21.6%+20.0%

Worst drop · 1Y−5.6%−6.9%

Volatility · 1Y10.2%11.7%

4–2measures won
SIXA first

30.2%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: SIXA, SCHD, VUG

Today

30.2%most shared, SIXA and SCHD

SIXASCHDVUG

SIXA—30.2%13.1%

SCHD30.2%—0.8%

VUG13.1%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SIXA$201 − $31 = $170

VUG$42 − $3 = $39

KeptFee

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