IETC vs SCHD

AIETC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,701IETC · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common1.0%IETC and SCHD

IETC

SCHD

iShares U.S. Tech Independence Focused ETF · $632MSchwab U.S. Dividend Equity ETF · $121B

+25.6%3 years · per year$19,835 · $17,784+21.2%

+12.1%5 years · per year$17,701 · $16,352+10.3%

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

0.40%12-mo yield$40 · $297 on $10k2.97%

−21.1%Worst dropSmaller wins−6.9%

26.2%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIETC · SCHD

0.4%QCOM3.7%

0.3%TXN4.6%

0.2%PAYX0.9%

0.1%BAH0.2%

Held in common1.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIETC	iShares U.S. Tech Independence Focused ETFRead Desk	0.18%	0.40%	+1.6%	−0.3%	−5.4%	+25.6%	+12.1%	−21.1%	$632M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	AIETC	iShares U.S. Tech Independence Focused ETFRead Desk	0.18%	0.40%	+1.6%	−0.3%	−5.4%	+25.6%	+12.1%	−21.1%	$632M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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

$17,701

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIETCSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.40%2.97%

5 years, per year+12.1%+10.3%

3 years, per year+25.6%+21.2%

Worst drop · 1Y−21.1%−6.9%

Volatility · 1Y26.2%11.4%

4–2measures won
SCHD first

1.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IETC, SCHD, VIG

Today

19.1%most shared, IETC and VIG

IETCSCHDVIG

IETC—1.0%19.1%

SCHD1.0%—14.5%

VIG19.1%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IETC$40 − $18 = $22

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee