AOK vs SCHD

AAOK

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · AOK $11,696

Lowest cost0.06%SCHD · $6 on $10k

Most income3.54%AOK · $354 on $10k

Smallest drop−4.5%AOK · worst fall in 1Y

Held in common1.4%AOK and SCHD

AOK

SCHD

iShares Core 30/70 Conservative Allocation ETF · $859MSchwab U.S. Dividend Equity ETF · $123B

+10.3%3 years · per year$13,428 · $17,414+20.3%

+3.2%5 years · per year$11,696 · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

3.54%12-mo yield$354 · $298 on $10k2.98%

−4.5%Worst dropSmaller wins−6.9%

6.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOK · SCHD

0.1%CVX3.9%

0.1%PG4.4%

0.1%MRK3.8%

0.1%KO4.2%

Held in common1.4%

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	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
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.54%	−1.1%	+3.1%	+3.8%	+10.3%	+3.2%	−4.5%	$859M

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	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
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.54%	−1.1%	+3.1%	+3.8%	+10.3%	+3.2%	−4.5%	$859M

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

AOK vs SCHD

AOK

iShares Core 30/70 Conservative Allocation

$11,696

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAOKSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.54%2.98%

5 years, per year+3.2%+10.4%

3 years, per year+10.3%+20.3%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y6.3%11.7%

3–3measures won
level

1.4%

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: AOK, SCHD

Today

1.4%most shared, AOK and SCHD

AOKSCHD

AOK—1.4%

SCHD1.4%—

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

Income After Fees on $10,000

$334most kept, AOK

AOK$354 − $20 = $334

SCHD$298 − $6 = $292

KeptFee

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