GII vs SCHD

AGII

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · GII $15,973

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common1.3%GII and SCHD

GII

SCHD

State Street SPDR S&P Global Infrastructure ETF · $958MSchwab U.S. Dividend Equity ETF · $120B

+18.7%3 years · per year$16,731 · $17,123+19.6%

+9.8%5 years · per year$15,973 · $16,459+10.5%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

2.67%12-mo yield$267 · $296 on $10k2.96%

−10.6%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGII · SCHD

1.8%OKE1.3%

Held in common1.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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

GII vs SCHD

GII

SPDR S&P Global Infrastructure

$15,973

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGIISCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield2.67%2.96%

5 years, per year+9.8%+10.5%

3 years, per year+18.7%+19.6%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y11.6%11.8%

5–1measures won
SCHD first

1.3%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

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

Overlap: GII, SCHD, IGV

Today

1.3%most shared, GII and SCHD

GIISCHDIGV

GII—1.3%0.0%

SCHD1.3%—0.0%

IGV0.0%0.0%—

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

GII$267 − $40 = $227

IGV$2 − $38 = −$36

KeptFee

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