EFG vs SCHD

AEFG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · EFG $11,337

Lowest cost0.06%SCHD · $6 on $10k

Most income7.21%EFG · $721 on $10k

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

Held in common0.0%EFG and SCHD

EFG

SCHD

iShares MSCI EAFE Growth ETF · $15.2BSchwab U.S. Dividend Equity ETF · $123B

+13.4%3 years · per year$14,592 · $17,414+20.3%

+2.5%5 years · per year$11,337 · $16,375+10.4%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

7.21%12-mo yield$721 · $298 on $10k2.98%

−12.8%Worst dropSmaller wins−6.9%

19.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFG · 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	AEFG	iShares MSCI EAFE Growth ETFRead Desk		0.34%	7.21%	−4.0%	+2.7%	+4.1%	+13.4%	+2.5%	−12.8%	$15.2B

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	AEFG	iShares MSCI EAFE Growth ETFRead Desk		0.34%	7.21%	−4.0%	+2.7%	+4.1%	+13.4%	+2.5%	−12.8%	$15.2B

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

EFG vs SCHD

EFG

iShares MSCI EAFE Growth

$11,337

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEFGSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield7.21%2.98%

5 years, per year+2.5%+10.4%

3 years, per year+13.4%+20.3%

Worst drop · 1Y−12.8%−6.9%

Volatility · 1Y19.3%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: EFG, SCHD

Today

0.0%most shared, EFG and SCHD

EFGSCHD

EFG—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

$687most kept, EFG

EFG$721 − $34 = $687

SCHD$298 − $6 = $292

KeptFee

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