IGE vs SCHD

AIGE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,699IGE · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common14.6%IGE and SCHD

IGE

SCHD

iShares North American Natural Resources ETF · $797MSchwab U.S. Dividend Equity ETF · $123B

+18.2%3 years · per year$16,522 · $17,414+20.3%

+16.8%5 years · per year$21,699 · $16,375+10.4%

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

1.96%12-mo yield$196 · $298 on $10k2.98%

−11.5%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGE · SCHD

10.7%CVX3.9%

4.1%COP3.8%

1.9%EOG1.8%

1.9%SLB1.8%

Held in common14.6%

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.96%	−2.4%	+24.1%	+33.7%	+18.2%	+16.8%	−11.5%	$797M
2	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

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.96%	−2.4%	+24.1%	+33.7%	+18.2%	+16.8%	−11.5%	$797M
2	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

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

IGE vs SCHD

IGE

iShares North American Natural Resources

$21,699

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIGESCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.96%2.98%

5 years, per year+16.8%+10.4%

3 years, per year+18.2%+20.3%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y17.5%11.7%

5–1measures won
SCHD first

14.6%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IGE, SCHD

Today

14.6%most shared, IGE and SCHD

IGESCHD

IGE—14.6%

SCHD14.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IGE$196 − $37 = $159

KeptFee

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