SPGP vs SCHD

ASPGP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SPGP $14,942

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 common1.9%SPGP and SCHD

SPGP

SCHD

Invesco S&P 500 GARP ETF · $2.1BSchwab U.S. Dividend Equity ETF · $123B

+15.2%3 years · per year$15,298 · $17,908+21.4%

+8.4%5 years · per year$14,942 · $16,881+11.0%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

0.75%12-mo yield$75 · $291 on $10k2.91%

−11.2%Worst dropSmaller wins−6.9%

15.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPGP · SCHD

1.1%CMCSA2.0%

2.2%CINF0.7%

1.2%ERIE0.2%

Held in common1.9%

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	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

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	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

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

SPGP vs SCHD

SPGP

Invesco S&P 500 GARP

$14,942

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPGPSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield0.75%2.91%

5 years, per year+8.4%+11.0%

3 years, per year+15.2%+21.4%

Worst drop · 1Y−11.2%−6.9%

Volatility · 1Y15.6%11.5%

6–0measures won
SCHD first

1.9%

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: SPGP, SCHD

Today

1.9%most shared, SPGP and SCHD

SPGPSCHD

SPGP—1.9%

SCHD1.9%—

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

SPGP$75 − $34 = $41

KeptFee

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