SPAQ vs SCHD

ASPAQ

BSCHD

Measures won3–2SPAQ wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income16.37%SPAQ · $1,637 on $10k

Smallest drop−3.1%SPAQ · worst fall in 1Y

Held in common0.0%SPAQ and SCHD

SPAQ

SCHD

Horizon Kinetics SPAC Active ETF · $9MSchwab U.S. Dividend Equity ETF · $123B

+4.8%3 years · per year$11,503 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

16.37%12-mo yield$1,637 · $291 on $10k2.91%

−3.1%Worst dropSmaller wins−6.9%

5.7%VolatilityLower wins11.5%

3–2SPAQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPAQ · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$122.9B
2	ASPAQ	Horizon Kinetics SPAC Active ETFRead Desk		0.85%	16.37%	+0.1%	+1.9%	+0.5%	+4.8%	new	−3.1%	$9M

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%	$122.9B
2	ASPAQ	Horizon Kinetics SPAC Active ETFRead Desk		0.85%	16.37%	+0.1%	+1.9%	+0.5%	+4.8%	new	−3.1%	$9M

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

SPAQ vs SCHD

SPAQ

Horizon Kinetics SPAC Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPAQSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield16.37%2.91%

5 years, per year[…]+11.0%

3 years, per year+4.8%+21.4%

Worst drop · 1Y−3.1%−6.9%

Volatility · 1Y5.7%11.5%

3–2measures won
SPAQ first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPAQ, SCHD

Today

0.0%most shared, SPAQ and SCHD

SPAQSCHD

SPAQ—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$1,552most kept, SPAQ

SPAQ$1,637 − $85 = $1,552

SCHD$291 − $6 = $285

KeptFee

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