SWP vs SCHD

ASWP

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.43%SWP · $943 on $10k

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

Held in common2.7%SWP and SCHD

SWP

SCHD

Manager Directed Portfolios - SWP Growth & Income ETF · $145MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

9.43%12-mo yield$943 · $291 on $10k2.91%

−10.0%Worst dropSmaller wins−6.9%

12.3%VolatilityLower wins11.5%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · SCHD

2.5%BX2.1%

1.9%DRI0.6%

Held in common2.7%

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%	$121.5B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.43%	+1.6%	+7.0%	+8.6%	new	new	−10.0%	$145M

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%	$121.5B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.43%	+1.6%	+7.0%	+8.6%	new	new	−10.0%	$145M

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

SWP vs SCHD

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSWPSCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield9.43%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−10.0%−6.9%

Volatility · 1Y12.3%11.5%

3–1measures won
SCHD first

2.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SWP, SCHD

Today

2.7%most shared, SWP and SCHD

SWPSCHD

SWP—2.7%

SCHD2.7%—

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

Income After Fees on $10,000

$844most kept, SWP

SWP$943 − $99 = $844

SCHD$291 − $6 = $285

KeptFee

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