IETC vs SCHD

AIETC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IETC $16,175

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.1%IETC and SCHD

IETC

SCHD

iShares U.S. Tech Independence Focused ETF · $574MSchwab U.S. Dividend Equity ETF · $120B

+21.1%3 years · per year$17,746 · $17,266+20.0%

+10.1%5 years · per year$16,175 · $16,267+10.2%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.43%12-mo yield$43 · $300 on $10k3.00%

−22.4%Worst dropSmaller wins−6.9%

27.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIETC · SCHD

0.4%QCOM3.6%

0.3%TXN4.3%

0.2%PAYX0.9%

0.1%BAH0.3%

Held in common1.1%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AIETC	iShares U.S. Tech Independence Focused ETFRead Desk		0.18%	0.43%	+2.0%	−7.5%	−10.2%	+21.1%	+10.1%	−22.4%	$574M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AIETC	iShares U.S. Tech Independence Focused ETFRead Desk		0.18%	0.43%	+2.0%	−7.5%	−10.2%	+21.1%	+10.1%	−22.4%	$574M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IETC vs SCHD

IETC

iShares U.S. Tech Independence Focused

$16,175

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIETCSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.43%3.00%

5 years, per year+10.1%+10.2%

3 years, per year+21.1%+20.0%

Worst drop · 1Y−22.4%−6.9%

Volatility · 1Y27.5%11.7%

5–1measures won
SCHD first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IETC, SCHD

Today

1.1%most shared, IETC and SCHD

IETCSCHD

IETC—1.1%

SCHD1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IETC$43 − $18 = $25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee