SPUS vs SCHD

ASPUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,275SPUS · SCHD $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common7.3%SPUS and SCHD

SPUS

SCHD

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3BSchwab U.S. Dividend Equity ETF · $123B

+23.5%3 years · per year$18,853 · $17,414+20.3%

+12.8%5 years · per year$18,275 · $16,375+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.55%12-mo yield$55 · $298 on $10k2.98%

−10.7%Worst dropSmaller wins−6.9%

17.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPUS · SCHD

1.0%PG4.4%

1.0%MRK3.8%

0.9%HD4.3%

0.7%TXN4.7%

Held in common7.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.55%	−5.5%	+9.0%	+9.4%	+23.5%	+12.8%	−10.7%	$3.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.55%	−5.5%	+9.0%	+9.4%	+23.5%	+12.8%	−10.7%	$3.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Cards for this view

SPUS vs SCHD

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$18,275

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSPUSSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.55%2.98%

5 years, per year+12.8%+10.4%

3 years, per year+23.5%+20.3%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y17.0%11.7%

4–2measures won
SCHD first

7.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPUS, SCHD, VUG

Today

64.5%most shared, SPUS and VUG

SPUSSCHDVUG

SPUS—7.3%64.5%

SCHD7.3%—0.8%

VUG64.5%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

SPUS$55 − $45 = $10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee