SPHD vs SCHD

ASPHD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SPHD $15,235

Lowest cost0.06%SCHD · $6 on $10k

Most income4.67%SPHD · $467 on $10k

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

Held in common22.2%SPHD and SCHD

SPHD

SCHD

Invesco S&P 500 High Dividend Low Volatility ETF · $3.4BSchwab U.S. Dividend Equity ETF · $123B

+17.0%3 years · per year$16,013 · $17,908+21.4%

+8.8%5 years · per year$15,235 · $16,881+11.0%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

4.67%12-mo yield$467 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

12.4%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHD · SCHD

3.1%VZ3.5%

2.9%MO3.0%

2.3%CVX4.2%

2.0%BMY3.0%

Held in common22.2%

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%	$122.9B
2	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.67%	+2.5%	+15.6%	+19.1%	+17.0%	+8.8%	−9.7%	$3.4B

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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.67%	+2.5%	+15.6%	+19.1%	+17.0%	+8.8%	−9.7%	$3.4B

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

SPHD vs SCHD

SPHD

Invesco S&P 500 High Dividend Low Volatility

$15,235

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPHDSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield4.67%2.91%

5 years, per year+8.8%+11.0%

3 years, per year+17.0%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.4%11.5%

5–1measures won
SCHD first

22.2%

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%

$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: SPHD, SCHD

Today

22.2%most shared, SPHD and SCHD

SPHDSCHD

SPHD—22.2%

SCHD22.2%—

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

Income After Fees on $10,000

$437most kept, SPHD

SPHD$467 − $30 = $437

SCHD$291 − $6 = $285

KeptFee

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