IEFA vs SCHD

AIEFA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IEFA $14,620

Lowest cost0.06%SCHD · $6 on $10k

Most income3.44%IEFA · $344 on $10k

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

Held in common0.0%IEFA and SCHD

IEFA

SCHD

iShares Core MSCI EAFE ETF · $193BSchwab U.S. Dividend Equity ETF · $123B

+19.2%3 years · per year$16,931 · $17,414+20.3%

+7.9%5 years · per year$14,620 · $16,375+10.4%

0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%

3.44%12-mo yield$344 · $298 on $10k2.98%

−11.5%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEFA · SCHD

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

Held in common0.0%

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	AIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B

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	AIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B

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

IEFA vs SCHD

IEFA

iShares Core MSCI EAFE

$14,620

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIEFASCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield3.44%2.98%

5 years, per year+7.9%+10.4%

3 years, per year+19.2%+20.3%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.2%11.7%

5–1measures won
SCHD first

0.0%

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

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

Overlap: IEFA, SCHD

Today

0.0%most shared, IEFA and SCHD

IEFASCHD

IEFA—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

SCHD$298 − $6 = $292

KeptFee

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