HYG vs SCHD

AHYG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · HYG $11,899

Lowest cost0.06%SCHD · $6 on $10k

Most income6.05%HYG · $605 on $10k

Smallest drop−2.9%HYG · worst fall in 1Y

Held in common[…]HYG and SCHD

HYG

SCHD

iShares iBoxx $ High Yield Corporate Bond ETF · $18.0BSchwab U.S. Dividend Equity ETF · $120B

+7.9%3 years · per year$12,556 · $17,123+19.6%

+3.5%5 years · per year$11,899 · $16,459+10.5%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

6.05%12-mo yield$605 · $296 on $10k2.96%

−2.9%Worst dropSmaller wins−6.9%

3.9%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHYG · SCHD

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

Held in common[…]

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	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	AHYG	iShares iBoxx $ High Yield Corporate Bond ETFRead Desk		0.49%	6.05%	+0.4%	+1.0%	+2.4%	+7.9%	+3.5%	−2.9%	$18.0B

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	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	AHYG	iShares iBoxx $ High Yield Corporate Bond ETFRead Desk		0.49%	6.05%	+0.4%	+1.0%	+2.4%	+7.9%	+3.5%	−2.9%	$18.0B

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

HYG vs SCHD

HYG

iShares iBoxx $ High Yield Corporate Bond

$11,899

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureHYGSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield6.05%2.96%

5 years, per year+3.5%+10.5%

3 years, per year+7.9%+19.6%

Worst drop · 1Y−2.9%−6.9%

Volatility · 1Y3.9%11.8%

3–3measures won
level

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: HYG, SCHD

Today

[…]holdings […]

HYGSCHD

HYG—[…]

SCHD[…]—

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

Income After Fees on $10,000

$556most kept, HYG

HYG$605 − $49 = $556

SCHD$296 − $6 = $290

KeptFee

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