SCHD vs TIZE

ASCHD

BTIZE

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income54.64%USOY · $5,464 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]SCHD and TIZE

SCHD

TIZE

Schwab U.S. Dividend Equity ETF · $123BTCW Securitized Income ETF · $31M

+20.3%3 years · per year$17,414 · […][…]

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

2.98%12-mo yield$298 · $76 on $10k0.76%

−6.9%Worst dropSmaller wins[…]

11.7%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · TIZE

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	ASCHD	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
3	USOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	−0.1%	new	new	new	new	[…]	$31M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	ASCHD	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
3	USOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	−0.1%	new	new	new	new	[…]	$31M

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

SCHD vs TIZE

SCHD

Schwab U.S. Dividend Equity

$16,375

TIZE

TCW Securitized Income

[…]

MeasureSCHDTIZE

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield2.98%0.76%

5 years, per year+10.4%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.7%[…]

2–0measures won
SCHD first

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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: USOY, TIZE, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

USOYTIZESCHDDGRO

USOY—[…][…][…]

TIZE[…]—[…][…]

SCHD[…][…]—21.1%

DGRO[…][…]21.1%—

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

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

TIZE$76 − $40 = $36

KeptFee

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