TECB vs SCHD

ATECB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,986TECB · 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 common8.7%TECB and SCHD

TECB

SCHD

iShares U.S. Tech Breakthrough Multisector ETF · $463MSchwab U.S. Dividend Equity ETF · $120B

+26.0%3 years · per year$19,989 · $17,266+20.0%

+11.2%5 years · per year$16,986 · $16,267+10.2%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

0.30%12-mo yield$30 · $300 on $10k3.00%

−14.3%Worst dropSmaller wins−6.9%

21.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTECB · SCHD

4.8%MRK3.8%

2.7%TXN4.3%

1.8%QCOM3.6%

0.2%BAH0.3%

Held in common8.7%

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	ATECB	iShares U.S. Tech Breakthrough Multisector ETFRead Desk		0.30%	0.30%	+0.7%	+18.0%	+14.9%	+26.0%	+11.2%	−14.3%	$463M
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

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	ATECB	iShares U.S. Tech Breakthrough Multisector ETFRead Desk		0.30%	0.30%	+0.7%	+18.0%	+14.9%	+26.0%	+11.2%	−14.3%	$463M
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

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

TECB vs SCHD

TECB

iShares U.S. Tech Breakthrough Multisector

$16,986

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureTECBSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield0.30%3.00%

5 years, per year+11.2%+10.2%

3 years, per year+26.0%+20.0%

Worst drop · 1Y−14.3%−6.9%

Volatility · 1Y21.1%11.7%

4–2measures won
SCHD first

8.7%

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: TECB, SCHD

Today

8.7%most shared, TECB and SCHD

TECBSCHD

TECB—8.7%

SCHD8.7%—

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

TECB$30 − $30 = $0

KeptFee

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