IDU vs SCHD

AIDU

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IDU $15,157

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 common0.1%IDU and SCHD

IDU

SCHD

iShares U.S. Utilities ETF · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+17.4%3 years · per year$16,185 · $17,908+21.4%

+8.7%5 years · per year$15,157 · $16,881+11.0%

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

2.31%12-mo yield$231 · $291 on $10k2.91%

−15.3%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · SCHD

0.3%CWEN0.1%

Held in common0.1%

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	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
2	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.31%	+0.4%	+4.6%	+2.0%	+17.4%	+8.7%	−15.3%	$1.4B

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	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
2	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.31%	+0.4%	+4.6%	+2.0%	+17.4%	+8.7%	−15.3%	$1.4B

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

IDU vs SCHD

IDU

iShares U.S. Utilities

$15,157

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIDUSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.31%2.91%

5 years, per year+8.7%+11.0%

3 years, per year+17.4%+21.4%

Worst drop · 1Y−15.3%−6.9%

Volatility · 1Y14.9%11.5%

6–0measures won
SCHD first

0.1%

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: IDU, SCHD

Today

0.1%most shared, IDU and SCHD

IDUSCHD

IDU—0.1%

SCHD0.1%—

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

IDU$231 − $37 = $194

KeptFee

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