TOLZ vs SCHD

ATOLZ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income3.09%TOLZ · $309 on $10k

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

Held in common2.0%TOLZ and SCHD

TOLZ

SCHD

ProShares - DJ Brookfield Global Infrastructure ETF · $172MSchwab U.S. Dividend Equity ETF · $120B

+16.6%3 years · per year$15,873 · $17,414+20.3%

+7.9%5 years · per year$14,613 · $16,375+10.4%

0.46%Expense ratio$46 · $6 on $10k · lower wins0.06%

3.09%12-mo yield$309 · $298 on $10k2.98%

−10.5%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLZ · SCHD

2.6%OKE1.3%

0.6%APA0.4%

0.3%ADP2.8%

Held in common2.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ATOLZ	ProShares - DJ Brookfield Global Infrastructure ETFRead Desk	0.46%	3.09%	−1.2%	+10.8%	+14.7%	+16.6%	+7.9%	−10.5%	$172M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ATOLZ	ProShares - DJ Brookfield Global Infrastructure ETFRead Desk	0.46%	3.09%	−1.2%	+10.8%	+14.7%	+16.6%	+7.9%	−10.5%	$172M

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

Cards for this view

TOLZ vs SCHD

TOLZ

ProShares - DJ Brookfield Global Infrastructure

$14,613

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTOLZSCHD

Fee0.46%0.06%

Cost on $10k a year$46$6

Yield3.09%2.98%

5 years, per year+7.9%+10.4%

3 years, per year+16.6%+20.3%

Worst drop · 1Y−10.5%−6.9%

Volatility · 1Y11.4%11.7%

4–2measures won
SCHD first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TOLZ, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

TOLZSCHDSMH

TOLZ—2.0%0.0%

SCHD2.0%—8.6%

SMH0.0%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

TOLZ$309 − $46 = $263

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee