DSPY vs SCHD

ADSPY

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHD $16,267

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common11.3%DSPY and SCHD

DSPY

SCHD

Tema S&P 500 Historical Weight ETF Strategy · $984MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.96%12-mo yield$96 · $300 on $10k3.00%

−7.5%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDSPY · SCHD

0.9%CVX4.0%

0.8%PG4.5%

0.8%KO4.3%

0.8%MRK3.8%

Held in common11.3%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	ADSPY	Tema S&P 500 Historical Weight ETF StrategyRead Desk	0.18%	0.96%	+0.2%	+10.8%	+12.4%	new	new	−7.5%	$984M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	ADSPY	Tema S&P 500 Historical Weight ETF StrategyRead Desk	0.18%	0.96%	+0.2%	+10.8%	+12.4%	new	new	−7.5%	$984M

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

DSPY vs SCHD

DSPY

Tema S&P 500 Historical Weight ETF Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDSPYSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.96%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y12.7%11.7%

4–0measures won
SCHD first

11.3%

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DSPY, SCHD, IVV

Today

82.0%most shared, DSPY and IVV

DSPYSCHDIVV

DSPY—11.3%82.0%

SCHD11.3%—8.7%

IVV82.0%8.7%—

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

IVV$114 − $3 = $111

DSPY$96 − $18 = $78

KeptFee

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