YLD vs SCHD

AYLD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · YLD $12,322

Lowest cost0.06%SCHD · $6 on $10k

Most income6.99%YLD · $699 on $10k

Smallest drop−4.1%YLD · worst fall in 1Y

Held in common0.0%YLD and SCHD

YLD

SCHD

Principal Active High Yield ETF · $600MSchwab U.S. Dividend Equity ETF · $123B

+8.5%3 years · per year$12,777 · $17,908+21.4%

+4.3%5 years · per year$12,322 · $16,881+11.0%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

6.99%12-mo yield$699 · $291 on $10k2.91%

−4.1%Worst dropSmaller wins−6.9%

4.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsYLD · SCHD

4.1%GVMXX0.0%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	AYLD	Principal Active High Yield ETFRead Desk		0.39%	6.99%	+0.8%	+1.9%	+3.1%	+8.5%	+4.3%	−4.1%	$600M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AYLD	Principal Active High Yield ETFRead Desk		0.39%	6.99%	+0.8%	+1.9%	+3.1%	+8.5%	+4.3%	−4.1%	$600M

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

YLD vs SCHD

YLD

Principal Active High Yield

$12,322

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureYLDSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield6.99%2.91%

5 years, per year+4.3%+11.0%

3 years, per year+8.5%+21.4%

Worst drop · 1Y−4.1%−6.9%

Volatility · 1Y4.7%11.5%

3–3measures won
level

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: YLD, SCHD

Today

0.0%most shared, YLD and SCHD

YLDSCHD

YLD—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$660most kept, YLD

YLD$699 − $39 = $660

SCHD$291 − $6 = $285

KeptFee

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