HEFA vs SCHD

AHEFA

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,636HEFA · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income3.98%HEFA · $398 on $10k

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

Held in common0.0%HEFA and SCHD

HEFA

SCHD

iShares Currency Hedged MSCI EAFE ETF · $7.5BSchwab U.S. Dividend Equity ETF · $120B

+19.6%3 years · per year$17,116 · $17,123+19.6%

+13.3%5 years · per year$18,636 · $16,459+10.5%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

3.98%12-mo yield$398 · $296 on $10k2.96%

−9.5%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.8%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHEFA · SCHD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AHEFA	iShares Currency Hedged MSCI EAFE ETFRead Desk		0.70%	3.98%	+2.5%	+15.3%	+19.3%	+19.6%	+13.3%	−9.5%	$7.5B
2	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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHEFA	iShares Currency Hedged MSCI EAFE ETFRead Desk		0.70%	3.98%	+2.5%	+15.3%	+19.3%	+19.6%	+13.3%	−9.5%	$7.5B
2	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

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

HEFA vs SCHD

HEFA

iShares Currency Hedged MSCI EAFE

$18,636

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureHEFASCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield3.98%2.96%

5 years, per year+13.3%+10.5%

3 years, per year+19.6%+19.6%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y13.7%11.8%

3–2measures won
SCHD first

0.0%

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: HEFA, SCHD

Today

0.0%most shared, HEFA and SCHD

HEFASCHD

HEFA—0.0%

SCHD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$328most kept, HEFA

HEFA$398 − $70 = $328

SCHD$296 − $6 = $290

KeptFee

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