AOM vs SCHD

AAOM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AOM $12,243

Lowest cost0.06%SCHD · $6 on $10k

Most income3.20%AOM · $320 on $10k

Smallest drop−5.1%AOM · worst fall in 1Y

Held in common1.9%AOM and SCHD

AOM

SCHD

iShares Core 40/60 Moderate Allocation ETF · $1.9BSchwab U.S. Dividend Equity ETF · $120B

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

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

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

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

−5.1%Worst dropSmaller wins−6.9%

7.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOM · SCHD

0.1%CVX4.0%

0.1%PG4.5%

0.1%KO4.3%

0.1%MRK3.8%

Held in common1.9%

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	AAOM	iShares Core 40/60 Moderate Allocation ETFRead Desk		0.20%	3.20%	0.0%	+3.6%	+4.8%	+11.5%	+4.1%	−5.1%	$1.9B

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	AAOM	iShares Core 40/60 Moderate Allocation ETFRead Desk		0.20%	3.20%	0.0%	+3.6%	+4.8%	+11.5%	+4.1%	−5.1%	$1.9B

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

AOM vs SCHD

AOM

iShares Core 40/60 Moderate Allocation

$12,243

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAOMSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.20%3.00%

5 years, per year+4.1%+10.2%

3 years, per year+11.5%+20.0%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y7.3%11.7%

3–3measures won
level

1.9%

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%

$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

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

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