IEO vs SCHD

AIEO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,009IEO · SCHD $16,881

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 common8.2%IEO and SCHD

IEO

SCHD

iShares U.S. Oil & Gas Exploration & Production ETF · $832MSchwab U.S. Dividend Equity ETF · $123B

+14.6%3 years · per year$15,068 · $17,908+21.4%

+19.1%5 years · per year$24,009 · $16,881+11.0%

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

1.63%12-mo yield$163 · $291 on $10k2.91%

−16.3%Worst dropSmaller wins−6.9%

28.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEO · SCHD

18.3%COP4.1%

4.7%EOG1.9%

4.5%DVN1.2%

2.5%DINO0.4%

Held in common8.2%

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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.63%	−6.3%	+52.1%	+51.7%	+14.6%	+19.1%	−16.3%	$832M
2	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

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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.63%	−6.3%	+52.1%	+51.7%	+14.6%	+19.1%	−16.3%	$832M
2	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

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

IEO vs SCHD

IEO

iShares U.S. Oil & Gas Exploration & Production

$24,009

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIEOSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.63%2.91%

5 years, per year+19.1%+11.0%

3 years, per year+14.6%+21.4%

Worst drop · 1Y−16.3%−6.9%

Volatility · 1Y28.2%11.5%

5–1measures won
SCHD first

8.2%

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: IEO, SCHD

Today

8.2%most shared, IEO and SCHD

IEOSCHD

IEO—8.2%

SCHD8.2%—

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

IEO$163 − $37 = $126

KeptFee

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