TAXE vs SCHD

ATAXE

BSCHD

Measures won3–1TAXE wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.70%TAXE · $370 on $10k

Smallest drop−5.5%TAXE · worst fall in 1Y

Held in common[…]TAXE and SCHD

TAXE

SCHD

T. Rowe Price Intermediate Municipal Income ETF · $428MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

3.70%12-mo yield$370 · $300 on $10k3.00%

−5.5%Worst dropSmaller wins−6.9%

3.1%VolatilityLower wins11.7%

3–1TAXE wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAXE · SCHD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ATAXE	T. Rowe Price Intermediate Municipal Income ETFRead Desk		0.24%	3.70%	+0.3%	+1.8%	+2.4%	new	new	−5.5%	$428M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ATAXE	T. Rowe Price Intermediate Municipal Income ETFRead Desk		0.24%	3.70%	+0.3%	+1.8%	+2.4%	new	new	−5.5%	$428M

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

TAXE vs SCHD

TAXE

T. Rowe Price Intermediate Municipal Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureTAXESCHD

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield3.70%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−5.5%−6.9%

Volatility · 1Y3.1%11.7%

3–1measures won
TAXE first

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TAXE, SCHD

Today

[…]holdings […]

TAXESCHD

TAXE—[…]

SCHD[…]—

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

Income After Fees on $10,000

$346most kept, TAXE

TAXE$370 − $24 = $346

SCHD$300 − $6 = $294

KeptFee

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