UFOX vs SCHD

AUFOX

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · UFOX $19,073

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.8%UFOX and SCHD

UFOX

SCHD

Defiance Space and Connective Tech ETF · $782MSchwab U.S. Dividend Equity ETF · $123B

+33.5%3 years · per year$23,814 · $17,414+20.3%

+13.8%5 years · per year$19,073 · $16,375+10.4%

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

0.54%12-mo yield$54 · $298 on $10k2.98%

−35.5%Worst dropSmaller wins−6.9%

34.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFOX · SCHD

2.3%QCOM3.9%

1.6%VZ3.5%

Held in common3.8%

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%	$65.4B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.54%	−8.2%	+7.6%	+5.8%	+33.5%	+13.8%	−35.5%	$782M
3	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

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%	$65.4B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.54%	−8.2%	+7.6%	+5.8%	+33.5%	+13.8%	−35.5%	$782M
3	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

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

UFOX vs SCHD

UFOX

Defiance Space and Connective Tech

$19,073

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureUFOXSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield0.54%2.98%

5 years, per year+13.8%+10.4%

3 years, per year+33.5%+20.3%

Worst drop · 1Y−35.5%−6.9%

Volatility · 1Y34.4%11.7%

4–2measures won
SCHD first

3.8%

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%

$123BAssets$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

$42.6BAssets$65.4B

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UFOX, SCHD, SMH

Today

14.8%most shared, UFOX and SMH

UFOXSCHDSMH

UFOX—3.8%14.8%

SCHD3.8%—8.6%

SMH14.8%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

UFOX$54 − $30 = $24

SMH$25 − $35 = −$10

KeptFee

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