DIVB vs SCHD

ADIVB

BSCHD

Measures won4–2DIVB wins · of 6 · 5Y

$10,000 · 5Y$20,083DIVB · SCHD $16,881

Lowest cost0.05%DIVB · $5 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.8%DIVB · worst fall in 1Y

Held in common27.8%DIVB and SCHD

DIVB

SCHD

iShares Core Dividend ETF · $2.4BSchwab U.S. Dividend Equity ETF · $123B

+29.8%3 years · per year$21,867 · $17,908+21.4%

+15.0%5 years · per year$20,083 · $16,881+11.0%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

2.05%12-mo yield$205 · $291 on $10k2.91%

−6.8%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.5%

4–2DIVB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVB · SCHD

6.5%ACN3.7%

5.1%ADP2.8%

1.8%CVX4.2%

1.7%PG4.3%

Held in common27.8%

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	ADIVB	iShares Core Dividend ETFRead Desk		0.05%	2.05%	+2.3%	+38.6%	+43.4%	+29.8%	+15.0%	−6.8%	$2.4B
2	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

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	ADIVB	iShares Core Dividend ETFRead Desk		0.05%	2.05%	+2.3%	+38.6%	+43.4%	+29.8%	+15.0%	−6.8%	$2.4B
2	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

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

DIVB vs SCHD

DIVB

iShares Core Dividend

$20,083

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDIVBSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield2.05%2.91%

5 years, per year+15.0%+11.0%

3 years, per year+29.8%+21.4%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y13.3%11.5%

4–2measures won
DIVB first

27.8%

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: DIVB, SCHD

Today

27.8%most shared, DIVB and SCHD

DIVBSCHD

DIVB—27.8%

SCHD27.8%—

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

DIVB$205 − $5 = $200

KeptFee

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