HDV vs SCHD

AHDV

BSCHD

Measures won4–2HDV wins · of 6 · 5Y

$10,000 · 5Y$19,120HDV · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.08%HDV · $309 on $10k

Smallest drop−6.4%HDV · worst fall in 1Y

Held in common42.5%HDV and SCHD

HDV

SCHD

iShares Core High Dividend ETF · $16.4BSchwab U.S. Dividend Equity ETF · $123B

+22.0%3 years · per year$18,148 · $17,908+21.4%

+13.8%5 years · per year$19,120 · $16,881+11.0%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

3.08%12-mo yield$309 · $291 on $10k2.91%

−6.4%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.5%

4–2HDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDV · SCHD

5.5%PG4.3%

4.4%KO4.2%

7.1%CVX4.2%

4.8%HD4.1%

Held in common42.5%

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	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.08%	+1.3%	+31.0%	+36.2%	+22.0%	+13.8%	−6.4%	$16.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.08%	+1.3%	+31.0%	+36.2%	+22.0%	+13.8%	−6.4%	$16.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

HDV vs SCHD

HDV

iShares Core High Dividend

$19,120

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureHDVSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield3.08%2.91%

5 years, per year+13.8%+11.0%

3 years, per year+22.0%+21.4%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y11.7%11.5%

4–2measures won
HDV first

42.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HDV, SCHD

Today

42.5%most shared, HDV and SCHD

HDVSCHD

HDV—42.5%

SCHD42.5%—

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

Income After Fees on $10,000

$301most kept, HDV

HDV$309 − $8 = $301

SCHD$291 − $6 = $285

KeptFee

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