AOA vs SCHD

AAOA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AOA $14,575

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.0%AOA and SCHD

AOA

SCHD

iShares Core 80/20 Aggressive Allocation ETF · $3.3BSchwab U.S. Dividend Equity ETF · $120B

+17.6%3 years · per year$16,253 · $17,266+20.0%

+7.8%5 years · per year$14,575 · $16,267+10.2%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

2.23%12-mo yield$223 · $300 on $10k3.00%

−8.2%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAOA · SCHD

0.3%CVX4.0%

0.3%PG4.5%

0.3%KO4.3%

0.3%MRK3.8%

Held in common4.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AAOA	iShares Core 80/20 Aggressive Allocation ETFRead Desk		0.19%	2.23%	+0.2%	+7.0%	+8.7%	+17.6%	+7.8%	−8.2%	$3.3B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AAOA	iShares Core 80/20 Aggressive Allocation ETFRead Desk		0.19%	2.23%	+0.2%	+7.0%	+8.7%	+17.6%	+7.8%	−8.2%	$3.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AOA vs SCHD

AOA

iShares Core 80/20 Aggressive Allocation

$14,575

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAOASCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield2.23%3.00%

5 years, per year+7.8%+10.2%

3 years, per year+17.6%+20.0%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y12.0%11.7%

6–0measures won
SCHD first

4.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AOA, SCHD

Today

4.0%most shared, AOA and SCHD

AOASCHD

AOA—4.0%

SCHD4.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

AOA$223 − $19 = $204

KeptFee

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