IAUM vs SCHD

AIAUM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,703IAUM · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common[…]IAUM and SCHD

IAUM

SCHD

iShares Gold Trust Micro · $8.3BSchwab U.S. Dividend Equity ETF · $120B

+27.3%3 years · per year$20,606 · $17,266+20.0%

+17.8%5 years · per year$22,703 · $16,267+10.2%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $300 on $10k3.00%

−28.1%Worst dropSmaller wins−6.9%

28.7%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAUM · SCHD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AIAUM	iShares Gold Trust MicroRead Desk		0.09%	0.00%	+0.8%	−5.0%	+3.9%	+27.3%	+17.8%	−28.1%	$8.3B
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

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

Both

5Y2 funds

#			Trend
1	AIAUM	iShares Gold Trust MicroRead Desk		0.09%	0.00%	+0.8%	−5.0%	+3.9%	+27.3%	+17.8%	−28.1%	$8.3B
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

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

IAUM vs SCHD

IAUM

iShares Gold Trust Micro

$22,703

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIAUMSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.00%3.00%

5 years, per year+17.8%+10.2%

3 years, per year+27.3%+20.0%

Worst drop · 1Y−28.1%−6.9%

Volatility · 1Y28.7%11.7%

4–2measures won
SCHD first

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: IAUM, SCHD

Today

[…]holdings […]

IAUMSCHD

IAUM—[…]

SCHD[…]—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IAUM$0 − $9 = −$9

KeptFee

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