Compare · 2 funds side by side · dividends reinvested

AOM and SCHD

AOMiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

AOM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

iShares Core 40/60 Moderate Allocation ETFUnsorted0.20%3.20%+3.6%+4.8%+11.5%+4.1%−5.1%7.3%$1.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AOM 2008 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 40/60 Moderate Allocation ETF · $1.9B$12,243

AOM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

AOMMeasureSCHD

+3.6%Year to dateJan 1 → Nov 6+31.4%

+4.8%1 yearTotal return+37.0%

+11.5%3 years · per year$10,000 became $13,858 · $17,266+20.0%

+4.1%5 years · per year$10,000 became $12,243 · $16,267+10.2%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

3.20%Trailing 12-mo yield$320 · $300 a year on $10k3.00%

−5.1%Worst dropSmaller is better−6.9%

7.3%VolatilityLower is calmer11.7%

AOMSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AOM vs SCHD: Top 5 Holdings

Today

AOM

6.2%in top 5

SCHD

in top 521.4%

AOMStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.8%AAPLnot top 5

1.5%NVDAnot top 5

1.4%MSFTnot top 5

0.9%AMZNnot top 5

0.6%GOOGLnot top 5

Held in common1.9%

End-of-day Nov 6, 2026 · share of each fund

AOM vs SCHD Returns, Every Period

iSharesAOM

+4.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

AOMSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AOM vs SCHD

YTD

iSharesAOM

+3.6%

SCHDSchwab

+31.4%

+3.6%Year to date+31.4%

−5.1%Worst drop · 1Y−6.9%

7.3%Volatility · 1Y11.7%

3.2%Yield3.0%

$1.9BAssets$120B

3–1AOM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AOM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AOM0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AOM, SCHD

3.20%highest, AOM

FundTrailing yieldYield$10k

AOM3.20%$320

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$300most kept, AOM

AOM$320 − $20 = $300

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AOM, SCHD

Today

1.9%most shared, AOM and SCHD

AOMSCHD

AOM—1.9%

SCHD1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

AOMWorst drop−5.1%7.3% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AOMSCHD

+3.6%Year to date+31.4%

3.2%Yield3.0%

+4.8%Past year+37.0%

0.20%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026