TAN vs SCHD

ATAN

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · TAN $4,525

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 common0.1%TAN and SCHD

TAN

SCHD

Invesco Solar ETF · $1.0BSchwab U.S. Dividend Equity ETF · $120B

+1.9%3 years · per year$10,566 · $17,414+20.3%

−14.7%5 years · per year$4,525 · $16,375+10.4%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−45.6%Worst dropSmaller wins−6.9%

38.8%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAN · SCHD

4.4%CWEN0.1%

Held in common0.1%

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%	$120.5B
2	ATAN	Invesco Solar ETFRead Desk		0.70%	0.00%	−3.7%	−10.2%	−8.0%	+1.9%	−14.7%	−45.6%	$1.0B

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%	$120.5B
2	ATAN	Invesco Solar ETFRead Desk		0.70%	0.00%	−3.7%	−10.2%	−8.0%	+1.9%	−14.7%	−45.6%	$1.0B

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

TAN vs SCHD

TAN

Invesco Solar

$4,525

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTANSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield0.00%2.98%

5 years, per year−14.7%+10.4%

3 years, per year+1.9%+20.3%

Worst drop · 1Y−45.6%−6.9%

Volatility · 1Y38.8%11.7%

6–0measures won
SCHD first

0.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TAN, SCHD

Today

0.1%most shared, TAN and SCHD

TANSCHD

TAN—0.1%

SCHD0.1%—

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

TAN$0 − $70 = −$70

KeptFee

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