TAIL vs SCHD

ATAIL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · TAIL $6,286

Lowest cost0.06%SCHD · $6 on $10k

Most income3.48%TAIL · $348 on $10k

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

Held in common[…]TAIL and SCHD

TAIL

SCHD

Cambria Tail Risk ETF · $161MSchwab U.S. Dividend Equity ETF · $123B

−5.4%3 years · per year$8,456 · $17,908+21.4%

−8.9%5 years · per year$6,286 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

3.48%12-mo yield$348 · $291 on $10k2.91%

−18.0%Worst dropSmaller wins−6.9%

8.5%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAIL · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ATAIL	Cambria Tail Risk ETFRead Desk		0.60%	3.48%	−0.8%	−11.2%	−12.6%	−5.4%	−8.9%	−18.0%	$161M

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	ATAIL	Cambria Tail Risk ETFRead Desk		0.60%	3.48%	−0.8%	−11.2%	−12.6%	−5.4%	−8.9%	−18.0%	$161M

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

TAIL vs SCHD

TAIL

Cambria Tail Risk

$6,286

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTAILSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield3.48%2.91%

5 years, per year−8.9%+11.0%

3 years, per year−5.4%+21.4%

Worst drop · 1Y−18.0%−6.9%

Volatility · 1Y8.5%11.5%

4–2measures won
SCHD first

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: TAIL, SCHD

Today

[…]holdings […]

TAILSCHD

TAIL—[…]

SCHD[…]—

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

Income After Fees on $10,000

$288most kept, TAIL

TAIL$348 − $60 = $288

SCHD$291 − $6 = $285

KeptFee

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