TILT vs SCHD

ATILT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,133TILT · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.9%TILT and SCHD

TILT

SCHD

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BSchwab U.S. Dividend Equity ETF · $121B

+23.5%3 years · per year$18,850 · $17,908+21.4%

+11.4%5 years · per year$17,133 · $16,881+11.0%

0.26%Expense ratio$26 · $6 on $10k · lower wins0.06%

1.06%12-mo yield$106 · $291 on $10k2.91%

−8.5%Worst dropSmaller wins−6.9%

12.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · SCHD

0.5%CVX4.2%

0.5%PG4.3%

0.5%UNH4.0%

0.4%MRK3.7%

Held in common7.9%

End-of-day Nov 4, 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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TILT vs SCHD

TILT

Northern Trust Morningstar US Market Factor Tilt

$17,133

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTILTSCHD

Fee0.26%0.06%

Cost on $10k a year$26$6

Yield1.06%2.91%

5 years, per year+11.4%+11.0%

3 years, per year+23.5%+21.4%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y12.4%11.5%

4–2measures won
SCHD first

7.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TILT, SCHD

Today

7.9%most shared, TILT and SCHD

TILTSCHD

TILT—7.9%

SCHD7.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

TILT$106 − $26 = $80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee