AOR vs SCHD

AAOR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · AOR $13,725

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.6%AOR · worst fall in 1Y

Held in common2.9%AOR and SCHD

AOR

SCHD

iShares Core 60/40 Balanced Allocation ETF · $3.9BSchwab U.S. Dividend Equity ETF · $123B

+15.9%3 years · per year$15,557 · $17,908+21.4%

+6.5%5 years · per year$13,725 · $16,881+11.0%

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

2.64%12-mo yield$264 · $291 on $10k2.91%

−6.6%Worst dropSmaller wins−6.9%

9.3%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAOR · SCHD

0.2%CVX4.2%

0.2%PG4.3%

0.2%KO4.2%

0.2%UNH4.0%

Held in common2.9%

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	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.64%	+1.2%	+7.7%	+8.7%	+15.9%	+6.5%	−6.6%	$3.9B

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	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.64%	+1.2%	+7.7%	+8.7%	+15.9%	+6.5%	−6.6%	$3.9B

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

AOR vs SCHD

AOR

iShares Core 60/40 Balanced Allocation

$13,725

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAORSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.64%2.91%

5 years, per year+6.5%+11.0%

3 years, per year+15.9%+21.4%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y9.3%11.5%

4–2measures won
SCHD first

2.9%

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: AOR, SCHD

Today

2.9%most shared, AOR and SCHD

AORSCHD

AOR—2.9%

SCHD2.9%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AOR$264 − $20 = $244

KeptFee

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