TOTL vs SCHD

ATOTL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · TOTL $10,257

Lowest cost0.06%SCHD · $6 on $10k

Most income5.47%TOTL · $547 on $10k

Smallest drop−5.4%TOTL · worst fall in 1Y

Held in common[…]TOTL and SCHD

TOTL

SCHD

State Street DoubleLine Total Return Tactical ETF · $3.7BSchwab U.S. Dividend Equity ETF · $123B

+6.1%3 years · per year$11,938 · $17,414+20.3%

+0.5%5 years · per year$10,257 · $16,375+10.4%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

5.47%12-mo yield$547 · $298 on $10k2.98%

−5.4%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTOTL · SCHD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATOTL	State Street DoubleLine Total Return Tactical ETFRead Desk		0.55%	5.47%	+0.3%	−0.8%	−0.2%	+6.1%	+0.5%	−5.4%	$3.7B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATOTL	State Street DoubleLine Total Return Tactical ETFRead Desk		0.55%	5.47%	+0.3%	−0.8%	−0.2%	+6.1%	+0.5%	−5.4%	$3.7B

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

TOTL vs SCHD

TOTL

DoubleLine Total Return Tactical

$10,257

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTOTLSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield5.47%2.98%

5 years, per year+0.5%+10.4%

3 years, per year+6.1%+20.3%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y3.7%11.7%

3–3measures won
level

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TOTL, SCHD

Today

[…]holdings […]

TOTLSCHD

TOTL—[…]

SCHD[…]—

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

Income After Fees on $10,000

$492most kept, TOTL

TOTL$547 − $55 = $492

SCHD$298 − $6 = $292

KeptFee

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