STNC vs SCHD

ASTNC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · STNC $13,856

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common11.2%STNC and SCHD

STNC

SCHD

Hennessy Sustainable ETF · $93MSchwab U.S. Dividend Equity ETF · $123B

+16.7%3 years · per year$15,909 · $17,414+20.3%

+6.7%5 years · per year$13,856 · $16,375+10.4%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

0.90%12-mo yield$90 · $298 on $10k2.98%

−8.1%Worst dropSmaller wins−6.9%

15.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTNC · SCHD

3.3%BMY3.1%

3.7%CMCSA2.1%

2.0%PG4.4%

2.0%AMGN4.2%

Held in common11.2%

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

Both

5Y2 funds

#			Trend
1	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
2	ASTNC	Hennessy Sustainable ETFRead Desk		0.95%	0.90%	−1.9%	+12.8%	+17.1%	+16.7%	+6.7%	−8.1%	$93M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASTNC	Hennessy Sustainable ETFRead Desk		0.95%	0.90%	−1.9%	+12.8%	+17.1%	+16.7%	+6.7%	−8.1%	$93M

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

STNC vs SCHD

STNC

Hennessy Sustainable

$13,856

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSTNCSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.90%2.98%

5 years, per year+6.7%+10.4%

3 years, per year+16.7%+20.3%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y15.0%11.7%

6–0measures won
SCHD first

11.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STNC, SCHD

Today

11.2%most shared, STNC and SCHD

STNCSCHD

STNC—11.2%

SCHD11.2%—

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

STNC$90 − $95 = −$5

KeptFee

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