ESML vs SCHD

AESML

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.4%ESML and SCHD

ESML

SCHD

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BSchwab U.S. Dividend Equity ETF · $123B

+19.9%3 years · per year$17,242 · $17,414+20.3%

+6.4%5 years · per year$13,644 · $16,375+10.4%

0.17%Expense ratio$17 · $6 on $10k · lower wins0.06%

0.96%12-mo yield$96 · $298 on $10k2.98%

−9.0%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESML · SCHD

0.3%EWBC0.4%

0.3%DINO0.4%

0.2%APA0.4%

0.2%COLB0.2%

Held in common2.4%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.8B

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.8B

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

ESML vs SCHD

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureESMLSCHD

Fee0.17%0.06%

Cost on $10k a year$17$6

Yield0.96%2.98%

5 years, per year+6.4%+10.4%

3 years, per year+19.9%+20.3%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y16.7%11.7%

6–0measures won
SCHD first

2.4%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: ESML, SCHD, VUG

Today

2.4%most shared, ESML and SCHD

ESMLSCHDVUG

ESML—2.4%0.1%

SCHD2.4%—0.8%

VUG0.1%0.8%—

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

ESML$96 − $17 = $79

VUG$43 − $3 = $40

KeptFee

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