SYLD vs SCHD

ASYLD

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SYLD $15,976

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.0%SYLD and SCHD

SYLD

SCHD

Cambria Shareholder Yield ETF · $1.0BSchwab U.S. Dividend Equity ETF · $123B

+16.9%3 years · per year$15,994 · $17,908+21.4%

+9.8%5 years · per year$15,976 · $16,881+11.0%

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

1.66%12-mo yield$166 · $291 on $10k2.91%

−6.9%Worst dropSmaller wins−6.9%

14.0%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSYLD · SCHD

1.1%COP4.1%

1.0%EOG1.9%

1.0%CMCSA2.0%

0.9%VZ3.5%

Held in common7.0%

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%	$122.9B
2	ASYLD	Cambria Shareholder Yield ETFRead Desk		0.59%	1.66%	+2.2%	+28.9%	+33.7%	+16.9%	+9.8%	−6.9%	$1.0B

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%	$122.9B
2	ASYLD	Cambria Shareholder Yield ETFRead Desk		0.59%	1.66%	+2.2%	+28.9%	+33.7%	+16.9%	+9.8%	−6.9%	$1.0B

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 SCHD

SYLD

Cambria Shareholder Yield

$15,976

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSYLDSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield1.66%2.91%

5 years, per year+9.8%+11.0%

3 years, per year+16.9%+21.4%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y14.0%11.5%

5–0measures won
SCHD first

7.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SYLD, SCHD

Today

7.0%most shared, SYLD and SCHD

SYLDSCHD

SYLD—7.0%

SCHD7.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SYLD$166 − $59 = $107

KeptFee

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