ESGD vs SCHD

AESGD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ESGD $15,219

Lowest cost0.06%SCHD · $6 on $10k

Most income3.26%ESGD · $326 on $10k

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

Held in common0.0%ESGD and SCHD

ESGD

SCHD

iShares ESG Aware MSCI EAFE ETF · $11.7BSchwab U.S. Dividend Equity ETF · $121B

+20.1%3 years · per year$17,340 · $17,908+21.4%

+8.8%5 years · per year$15,219 · $16,881+11.0%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

3.26%12-mo yield$326 · $291 on $10k2.91%

−11.7%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGD · SCHD

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

Held in common0.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.26%	+2.5%	+12.2%	+15.5%	+20.1%	+8.8%	−11.7%	$11.7B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.26%	+2.5%	+12.2%	+15.5%	+20.1%	+8.8%	−11.7%	$11.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESGD vs SCHD

ESGD

iShares ESG Aware MSCI EAFE

$15,219

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureESGDSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.26%2.91%

5 years, per year+8.8%+11.0%

3 years, per year+20.1%+21.4%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y16.2%11.5%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ESGD, SCHD

Today

0.0%most shared, ESGD and SCHD

ESGDSCHD

ESGD—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$306most kept, ESGD

ESGD$326 − $20 = $306

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee