WEPN vs SCHD

AWEPN

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income10.29%WEPN · $1,029 on $10k

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

Held in common2.9%WEPN and SCHD

WEPN

SCHD

Nicholas Defense and Rare Earth Income ETF · $5MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

1.11%Expense ratio$111 · $6 on $10k · lower wins0.06%

10.29%12-mo yield$1,029 · $293 on $10k2.93%

[…]Worst dropSmaller wins

End-of-day Nov 12, 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%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AWEPN	Nicholas Defense and Rare Earth Income ETFRead Desk		1.11%	10.29%	−1.8%	new	new	new	new	[…]	$5M

End-of-day Nov 12, 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%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AWEPN	Nicholas Defense and Rare Earth Income ETFRead Desk		1.11%	10.29%	−1.8%	new	new	new	new	[…]	$5M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WEPN vs SCHD

WEPN

Nicholas Defense and Rare Earth Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureWEPNSCHD

Fee1.11%0.06%

Cost on $10k a year$111$6

Yield10.29%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

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WEPN vs SCHD

Both

Both

$10,000 in WEPN, SCHD

Overlap: WEPN, SCHD

WEPN vs SCHD

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: WEPN, SCHD

Income After Fees on $10,000