IAK vs SCHD

AIAK

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,202IAK · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.1%IAK and SCHD

IAK

SCHD

iShares U.S. Insurance ETF · $498MSchwab U.S. Dividend Equity ETF · $123B

+20.4%3 years · per year$17,456 · $17,908+21.4%

+15.1%5 years · per year$20,202 · $16,881+11.0%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

2.33%12-mo yield$233 · $291 on $10k2.91%

−10.5%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · SCHD

3.0%CINF0.7%

2.3%PFG0.5%

1.0%FNF0.3%

1.1%AFG0.2%

Held in common2.1%

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.33%	+2.4%	+15.0%	+24.9%	+20.4%	+15.1%	−10.5%	$498M
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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.33%	+2.4%	+15.0%	+24.9%	+20.4%	+15.1%	−10.5%	$498M
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

IAK vs SCHD

IAK

iShares U.S. Insurance

$20,202

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIAKSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.33%2.91%

5 years, per year+15.1%+11.0%

3 years, per year+20.4%+21.4%

Worst drop · 1Y−10.5%−6.9%

Volatility · 1Y16.2%11.5%

5–1measures won
SCHD first

2.1%

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: IAK, SCHD

Today

2.1%most shared, IAK and SCHD

IAKSCHD

IAK—2.1%

SCHD2.1%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IAK$233 − $37 = $196

KeptFee

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