GVI vs SCHD

AGVI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · GVI $10,607

Lowest cost0.06%SCHD · $6 on $10k

Most income3.73%GVI · $373 on $10k

Smallest drop−2.8%GVI · worst fall in 1Y

Held in common[…]GVI and SCHD

GVI

SCHD

iShares Intermediate Government/Credit Bond ETF · $3.9BSchwab U.S. Dividend Equity ETF · $120B

+5.0%3 years · per year$11,579 · $17,414+20.3%

+1.2%5 years · per year$10,607 · $16,375+10.4%

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

3.73%12-mo yield$373 · $298 on $10k2.98%

−2.8%Worst dropSmaller wins−6.9%

2.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGVI · SCHD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
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%	$120.5B
2	AGVI	iShares Intermediate Government/Credit Bond ETFRead Desk		0.20%	3.73%	+0.3%	+0.4%	+1.1%	+5.0%	+1.2%	−2.8%	$3.9B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AGVI	iShares Intermediate Government/Credit Bond ETFRead Desk		0.20%	3.73%	+0.3%	+0.4%	+1.1%	+5.0%	+1.2%	−2.8%	$3.9B

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

GVI vs SCHD

GVI

iShares Intermediate Government/Credit Bond

$10,607

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureGVISCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.73%2.98%

5 years, per year+1.2%+10.4%

3 years, per year+5.0%+20.3%

Worst drop · 1Y−2.8%−6.9%

Volatility · 1Y2.6%11.7%

3–3measures won
level

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%

$120BAssets$109B

2–0SCHD wins

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GVI, SCHD

Today

[…]holdings […]

GVISCHD

GVI—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$353most kept, GVI

GVI$373 − $20 = $353

SCHD$298 − $6 = $292

KeptFee

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