SIXH vs SCHD

ASIXH

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SIXH $16,751

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−3.5%SIXH · worst fall in 1Y

Held in common29.2%SIXH and SCHD

SIXH

SCHD

ETC 6 Meridian Hedged Equity Index Option ETF · $744MSchwab U.S. Dividend Equity ETF · $121B

+15.2%3 years · per year$15,296 · $17,908+21.4%

+10.9%5 years · per year$16,751 · $16,881+11.0%

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

1.73%12-mo yield$173 · $291 on $10k2.91%

−3.5%Worst dropSmaller wins−6.9%

8.0%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIXH · SCHD

3.8%PEP3.8%

3.7%CVX4.2%

3.9%VZ3.5%

5.1%MO3.0%

Held in common29.2%

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	ASIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.73%	+0.7%	+18.4%	+23.9%	+15.2%	+10.9%	−3.5%	$744M

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	ASIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.73%	+0.7%	+18.4%	+23.9%	+15.2%	+10.9%	−3.5%	$744M

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

SIXH vs SCHD

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,751

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSIXHSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.73%2.91%

5 years, per year+10.9%+11.0%

3 years, per year+15.2%+21.4%

Worst drop · 1Y−3.5%−6.9%

Volatility · 1Y8.0%11.5%

4–2measures won
SCHD first

29.2%

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: SIXH, SCHD

Today

29.2%most shared, SIXH and SCHD

SIXHSCHD

SIXH—29.2%

SCHD29.2%—

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

SIXH$173 − $31 = $142

KeptFee

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