IEF vs SCHD

AIEF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IEF $9,334

Lowest cost0.06%SCHD · $6 on $10k

Most income4.06%IEF · $406 on $10k

Smallest drop−6.8%IEF · worst fall in 1Y

Held in common[…]IEF and SCHD

IEF

SCHD

iShares 7-10 Year Treasury Bond ETF · $44.6BSchwab U.S. Dividend Equity ETF · $123B

+4.6%3 years · per year$11,453 · $17,908+21.4%

−1.4%5 years · per year$9,334 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

4.06%12-mo yield$406 · $291 on $10k2.91%

−6.8%Worst dropSmaller wins−6.9%

5.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIEF · SCHD

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

Held in common[…]

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	AIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.6B

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	AIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.6B

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

IEF vs SCHD

IEF

iShares 7-10 Year Treasury Bond

$9,334

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIEFSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.06%2.91%

5 years, per year−1.4%+11.0%

3 years, per year+4.6%+21.4%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y5.0%11.5%

3–3measures won
level

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: IEF, SCHD

Today

[…]holdings […]

IEFSCHD

IEF—[…]

SCHD[…]—

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

Income After Fees on $10,000

$391most kept, IEF

IEF$406 − $15 = $391

SCHD$291 − $6 = $285

KeptFee

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