UFO vs SCHD

AUFO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · 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 common4.1%UFO and SCHD

UFO

SCHD

Procure Space ETF · $457MSchwab U.S. Dividend Equity ETF · $123B

+38.5%3 years · per year$26,574 · $17,908+21.4%

+7.4%5 years · per year$14,284 · $16,881+11.0%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.39%12-mo yield$39 · $291 on $10k2.91%

−42.0%Worst dropSmaller wins−6.9%

40.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFO · SCHD

3.0%LMT3.1%

1.1%CMCSA2.0%

Held in common4.1%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
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%	$122.9B
3	AUFO	Procure Space ETFRead Desk	0.75%	0.39%	−2.9%	+2.1%	+7.4%	+38.5%	+7.4%	−42.0%	$457M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
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%	$122.9B
3	AUFO	Procure Space ETFRead Desk	0.75%	0.39%	−2.9%	+2.1%	+7.4%	+38.5%	+7.4%	−42.0%	$457M

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

UFO vs SCHD

UFO

Procure Space

$14,284

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUFOSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.39%2.91%

5 years, per year+7.4%+11.0%

3 years, per year+38.5%+21.4%

Worst drop · 1Y−42.0%−6.9%

Volatility · 1Y40.9%11.5%

5–1measures won
SCHD first

4.1%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UFO, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

UFOSCHDSMH

UFO—4.1%0.7%

SCHD4.1%—8.6%

SMH0.7%8.6%—

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

SMH$22 − $35 = −$13

UFO$39 − $75 = −$36

KeptFee

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