IAUI vs SCHD

AIAUI

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income14.26%IAUI · $1,426 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%IAUI and SCHD

IAUI

SCHD

NEOS Gold High Income ETF · $647MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

14.26%12-mo yield$1,426 · $300 on $10k3.00%

−24.5%Worst dropSmaller wins−6.9%

23.6%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAUI · SCHD

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AIAUI	NEOS Gold High Income ETFRead Desk	0.79%	14.26%	−0.6%	−7.6%	−1.4%	new	new	−24.5%	$647M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AIAUI	NEOS Gold High Income ETFRead Desk	0.79%	14.26%	−0.6%	−7.6%	−1.4%	new	new	−24.5%	$647M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAUI vs SCHD

IAUI

NEOS Gold High Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIAUISCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield14.26%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−24.5%−6.9%

Volatility · 1Y23.6%11.7%

3–1measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IAUI, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

IAUISCHDVYM

IAUI—0.0%0.0%

SCHD0.0%—21.9%

VYM0.0%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,347most kept, IAUI

IAUI$1,426 − $79 = $1,347

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee