EFIV vs SCHD

AEFIV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,315EFIV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common9.6%EFIV and SCHD

EFIV

SCHD

State Street SPDR S&P 500 ESG ETF · $1.0BSchwab U.S. Dividend Equity ETF · $123B

+21.5%3 years · per year$17,918 · $17,414+20.3%

+11.6%5 years · per year$17,315 · $16,375+10.4%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

1.05%12-mo yield$105 · $298 on $10k2.98%

−9.4%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFIV · SCHD

0.9%MRK3.8%

0.9%KO4.2%

0.9%UNH3.9%

0.9%HD4.3%

Held in common9.6%

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.05%	−4.5%	+7.4%	+9.9%	+21.5%	+11.6%	−9.4%	$1.0B
2	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

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.05%	−4.5%	+7.4%	+9.9%	+21.5%	+11.6%	−9.4%	$1.0B
2	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

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

EFIV vs SCHD

EFIV

SPDR S&P 500 ESG

$17,315

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEFIVSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield1.05%2.98%

5 years, per year+11.6%+10.4%

3 years, per year+21.5%+20.3%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.8%11.7%

4–2measures won
SCHD first

9.6%

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: EFIV, SCHD

Today

9.6%most shared, EFIV and SCHD

EFIVSCHD

EFIV—9.6%

SCHD9.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

EFIV$105 − $10 = $95

KeptFee

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