SYLD vs SCHA

ASYLD

BSCHA

Measures won4–2SYLD wins · of 6 · 5Y

$10,000 · 5Y$15,976SYLD · SCHA $14,025

Lowest cost0.03%SCHA · $3 on $10k

Most income1.66%SYLD · $166 on $10k

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

Held in common3.9%SYLD and SCHA

SYLD

SCHA

Cambria Shareholder Yield ETF · $1.0BSchwab U.S. Small-Cap ETF · $22.1B

+16.9%3 years · per year$15,994 · $18,236+22.2%

+9.8%5 years · per year$15,976 · $14,025+7.0%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

1.66%12-mo yield$166 · $110 on $10k1.10%

−6.9%Worst dropSmaller wins−11.2%

14.0%VolatilityLower wins18.6%

4–2SYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSYLD · SCHA

1.1%R0.3%

1.0%JXN0.2%

1.1%ANF0.2%

0.9%MATX0.2%

Held in common3.9%

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	ASYLD	Cambria Shareholder Yield ETFRead Desk		0.59%	1.66%	+2.2%	+28.9%	+33.7%	+16.9%	+9.8%	−6.9%	$1.0B
2	BSCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.1B

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	ASYLD	Cambria Shareholder Yield ETFRead Desk		0.59%	1.66%	+2.2%	+28.9%	+33.7%	+16.9%	+9.8%	−6.9%	$1.0B
2	BSCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.1B

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

SYLD vs SCHA

SYLD

Cambria Shareholder Yield

$15,976

SCHA

Schwab U.S. Small-Cap

$14,025

MeasureSYLDSCHA

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield1.66%1.10%

5 years, per year+9.8%+7.0%

3 years, per year+16.9%+22.2%

Worst drop · 1Y−6.9%−11.2%

Volatility · 1Y14.0%18.6%

4–2measures won
SYLD first

3.9%

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: SYLD, SCHA

Today

3.9%most shared, SYLD and SCHA

SYLDSCHA

SYLD—3.9%

SCHA3.9%—

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

Income After Fees on $10,000

$107most kept, SYLD

SYLD$166 − $59 = $107

SCHA$110 − $3 = $107

KeptFee

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