EFIV vs SCHD

AEFIV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,599EFIV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common9.7%EFIV and SCHD

EFIV

SCHD

State Street SPDR S&P 500 ESG ETF · $1.0BSchwab U.S. Dividend Equity ETF · $122B

+21.0%3 years · per year$17,734 · $17,123+19.6%

+12.0%5 years · per year$17,599 · $16,459+10.5%

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

1.03%12-mo yield$103 · $296 on $10k2.96%

−9.4%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFIV · SCHD

1.0%KO4.3%

0.9%MRK3.8%

0.9%UNH3.9%

0.9%HD4.3%

Held in common9.7%

End-of-day Nov 9, 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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk	0.10%	1.03%	+1.7%	+9.6%	+13.0%	+21.0%	+12.0%	−9.4%	$1.0B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk	0.10%	1.03%	+1.7%	+9.6%	+13.0%	+21.0%	+12.0%	−9.4%	$1.0B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 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

$17,599

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureEFIVSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield1.03%2.96%

5 years, per year+12.0%+10.5%

3 years, per year+21.0%+19.6%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.9%11.8%

4–2measures won
SCHD first

9.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: EFIV, SCHD, IVV

Today

60.5%most shared, EFIV and IVV

EFIVSCHDIVV

EFIV—9.7%60.5%

SCHD9.7%—8.6%

IVV60.5%8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

EFIV$103 − $10 = $93

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee