EFA vs SCHD

AEFA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · EFA $14,850

Lowest cost0.06%SCHD · $6 on $10k

Most income3.28%EFA · $328 on $10k

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

Held in common0.0%EFA and SCHD

EFA

SCHD

iShares MSCI EAFE ETF · $78.1BSchwab U.S. Dividend Equity ETF · $123B

+19.0%3 years · per year$16,864 · $17,414+20.3%

+8.2%5 years · per year$14,850 · $16,375+10.4%

0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%

3.28%12-mo yield$328 · $298 on $10k2.98%

−11.4%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFA · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$78.1B

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	AEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$78.1B

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

EFA vs SCHD

EFA

iShares MSCI EAFE

$14,850

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEFASCHD

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield3.28%2.98%

5 years, per year+8.2%+10.4%

3 years, per year+19.0%+20.3%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y16.3%11.7%

5–1measures won
SCHD first

0.0%

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: EFA, SCHD

Today

0.0%most shared, EFA and SCHD

EFASCHD

EFA—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

SCHD$298 − $6 = $292

KeptFee

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