TBLU vs SCHD

ATBLU

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · TBLU $11,830

Lowest cost0.06%SCHD · $6 on $10k

Most income3.46%TBLU · $346 on $10k

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

Held in common0.0%TBLU and SCHD

TBLU

SCHD

Tortoise Global Water Fund · $57MSchwab U.S. Dividend Equity ETF · $120B

+13.7%3 years · per year$14,683 · $17,266+20.0%

+3.4%5 years · per year$11,830 · $16,267+10.2%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

3.46%12-mo yield$346 · $300 on $10k3.00%

−13.3%Worst dropSmaller wins−6.9%

15.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTBLU · SCHD

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

Held in common0.0%

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%	$120.5B
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.46%	−2.1%	+2.1%	−0.1%	+13.7%	+3.4%	−13.3%	$57M

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%	$120.5B
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.46%	−2.1%	+2.1%	−0.1%	+13.7%	+3.4%	−13.3%	$57M

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

TBLU vs SCHD

TBLU

Tortoise Global Water Fund

$11,830

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureTBLUSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield3.46%3.00%

5 years, per year+3.4%+10.2%

3 years, per year+13.7%+20.0%

Worst drop · 1Y−13.3%−6.9%

Volatility · 1Y15.9%11.7%

5–1measures won
SCHD first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TBLU, SCHD

Today

0.0%most shared, TBLU and SCHD

TBLUSCHD

TBLU—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$306most kept, TBLU

TBLU$346 − $40 = $306

SCHD$300 − $6 = $294

KeptFee

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