EFIV vs SCHD5YEFIVEFIVAvsBSCHDSCHDState Street SPDR S&P 500 ESG ETF · $976MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+20.1%3 years · per year$17,310 · $17,374+20.2%+11.3%5 years · per year$17,094 · $16,418+10.4%Cost and income0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%1.03%12-mo yield$103 · $292 on $10k
Overlap: EFIV, SCHD, SPYToday59.8%most shared, EFIV and SPYEFIVSCHDSPYEFIV—9.8%59.8%SCHD9.8%—8.5%SPY59.8%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
EFIV vs SCHD5YAEFIVSPDR S&P 500 ESG$17,094vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2AEFIVState Street SPDR S&P 500 ESG ETFReadDesk0.10%1.03%−0.3%+8.7%+9.7%+20.1%+11.3%−9.4%$976M3BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2AEFIVState Street SPDR S&P 500 ESG ETFReadDesk0.10%1.03%−0.3%+8.7%+9.7%+20.1%+11.3%−9.4%$976M3BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: EFIV, SCHD, SPYToday59.8%most shared, EFIV and SPYEFIVSCHDSPYEFIV—9.8%59.8%SCHD9.8%—8.5%SPY59.8%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286EFIV$103 − $10 = $93SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee