IDNA vs SCHD

AIDNA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IDNA $8,654

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.3%IDNA and SCHD

IDNA

SCHD

iShares Genomics Immunology and Healthcare ETF · $354MSchwab U.S. Dividend Equity ETF · $123B

+33.2%3 years · per year$23,655 · $17,414+20.3%

−2.8%5 years · per year$8,654 · $16,375+10.4%

0.47%Expense ratio$47 · $6 on $10k · lower wins0.06%

0.68%12-mo yield$68 · $298 on $10k2.98%

−10.6%Worst dropSmaller wins−6.9%

30.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDNA · SCHD

3.3%MRK3.8%

Held in common3.3%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AIDNA	iShares Genomics Immunology and Healthcare ETFRead Desk		0.47%	0.68%	−6.2%	+58.8%	+70.0%	+33.2%	−2.8%	−10.6%	$354M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AIDNA	iShares Genomics Immunology and Healthcare ETFRead Desk		0.47%	0.68%	−6.2%	+58.8%	+70.0%	+33.2%	−2.8%	−10.6%	$354M

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

Cards for this view

IDNA vs SCHD

IDNA

iShares Genomics Immunology and Healthcare

$8,654

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIDNASCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield0.68%2.98%

5 years, per year−2.8%+10.4%

3 years, per year+33.2%+20.3%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y30.6%11.7%

5–1measures won
SCHD first

3.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDNA, SCHD

Today

3.3%most shared, IDNA and SCHD

IDNASCHD

IDNA—3.3%

SCHD3.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IDNA$68 − $47 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee