TAN vs SCHD

ATAN

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 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

+3.4%3 years · per year$11,042 · $17,266+20.0%

−14.3%5 years · per year$4,626 · $16,267+10.2%

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

0.00%12-mo yield$0 · $300 on $10k3.00%

−45.6%Worst dropSmaller wins−6.9%

38.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTAN · SCHD

4.4%CWEN0.1%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	ATAN	Invesco Solar ETFRead Desk	0.70%	0.00%	+3.4%	−7.2%	−11.1%	+3.4%	−14.3%	−45.6%	$1.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	ATAN	Invesco Solar ETFRead Desk	0.70%	0.00%	+3.4%	−7.2%	−11.1%	+3.4%	−14.3%	−45.6%	$1.0B

End-of-day Nov 6, 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

$4,627

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureTANSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield0.00%3.00%

5 years, per year−14.3%+10.2%

3 years, per year+3.4%+20.0%

Worst drop · 1Y−45.6%−6.9%

Volatility · 1Y38.3%11.7%

6–0measures won
SCHD first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TAN, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

TANSCHDSMH

TAN—0.1%0.0%

SCHD0.1%—7.9%

SMH0.0%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee