SPUC vs SCHD

ASPUC

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,680SPUC · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income15.80%SPUC · $1,580 on $10k

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

Held in common0.0%SPUC and SCHD

SPUC

SCHD

Simplify US Equity Income ETF · $253MSchwab U.S. Dividend Equity ETF · $120B

+23.9%3 years · per year$19,039 · $17,266+20.0%

+10.8%5 years · per year$16,680 · $16,267+10.2%

0.53%Expense ratio$53 · $6 on $10k · lower wins0.06%

15.80%12-mo yield$1,580 · $300 on $10k3.00%

−10.4%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPUC · SCHD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ASPUC	Simplify US Equity Income ETFRead Desk		0.53%	15.80%	+0.2%	+7.2%	+6.2%	+23.9%	+10.8%	−10.4%	$253M
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

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

Both

5Y2 funds

#			Trend
1	ASPUC	Simplify US Equity Income ETFRead Desk		0.53%	15.80%	+0.2%	+7.2%	+6.2%	+23.9%	+10.8%	−10.4%	$253M
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

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

SPUC vs SCHD

SPUC

Simplify US Equity Income

$16,680

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPUCSCHD

Fee0.53%0.06%

Cost on $10k a year$53$6

Yield15.80%3.00%

5 years, per year+10.8%+10.2%

3 years, per year+23.9%+20.0%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y15.8%11.7%

3–3measures won
level

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPUC, SCHD

Today

0.0%most shared, SPUC and SCHD

SPUCSCHD

SPUC—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$1,527most kept, SPUC

SPUC$1,580 − $53 = $1,527

SCHD$300 − $6 = $294

KeptFee

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