WLDR vs SCHD

AWLDR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,662WLDR · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income7.59%WLDR · $759 on $10k

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

Held in common11.0%WLDR and SCHD

WLDR

SCHD

Affinity World Leaders Equity ETF · $143MSchwab U.S. Dividend Equity ETF · $123B

+31.0%3 years · per year$22,478 · $17,414+20.3%

+16.7%5 years · per year$21,662 · $16,375+10.4%

1.05%Expense ratio$105 · $6 on $10k · lower wins0.06%

7.59%12-mo yield$759 · $298 on $10k2.98%

−11.6%Worst dropSmaller wins−6.9%

18.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWLDR · SCHD

3.5%VZ3.5%

1.7%TGT1.7%

1.6%BMY3.1%

1.3%LMT2.8%

Held in common11.0%

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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.59%	−3.8%	+21.8%	+28.0%	+31.0%	+16.7%	−11.6%	$143M
2	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

Both

5Y2 funds

#			Trend
1	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.59%	−3.8%	+21.8%	+28.0%	+31.0%	+16.7%	−11.6%	$143M
2	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

WLDR vs SCHD

WLDR

Affinity World Leaders Equity

$21,662

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureWLDRSCHD

Fee1.05%0.06%

Cost on $10k a year$105$6

Yield7.59%2.98%

5 years, per year+16.7%+10.4%

3 years, per year+31.0%+20.3%

Worst drop · 1Y−11.6%−6.9%

Volatility · 1Y18.8%11.7%

3–3measures won
level

11.0%

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

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: WLDR, SCHD

Today

11.0%most shared, WLDR and SCHD

WLDRSCHD

WLDR—11.0%

SCHD11.0%—

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

Income After Fees on $10,000

$654most kept, WLDR

WLDR$759 − $105 = $654

SCHD$298 − $6 = $292

KeptFee

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