TAOZ vs SCHD

ATAOZ

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common1.3%TAOZ and SCHD

TAOZ

SCHD

Thornburg American Opportunities Fund · $488MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $296 on $10k2.96%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.8%

0–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAOZ · SCHD

0.7%SLB1.8%

1.0%RF0.6%

Held in common1.3%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	+2.3%	new	new	new	new	[…]	$488M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	+2.3%	new	new	new	new	[…]	$488M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAOZ vs SCHD

TAOZ

Thornburg American Opportunities Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureTAOZSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.00%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

2–0measures won
SCHD first

1.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TAOZ, SCHD

Today

1.3%most shared, TAOZ and SCHD

TAOZSCHD

TAOZ—1.3%

SCHD1.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

TAOZ$0 − $79 = −$79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee