IGEB vs SCHD

AIGEB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income5.29%IGEB · $529 on $10k

Smallest drop−4.5%IGEB · worst fall in 1Y

Held in common[…]IGEB and SCHD

IGEB

SCHD

iShares Investment Grade Systematic Bond ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+7.0%3 years · per year$12,263 · $17,414+20.3%

+0.6%5 years · per year$10,315 · $16,375+10.4%

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

5.29%12-mo yield$529 · $298 on $10k2.98%

−4.5%Worst dropSmaller wins−6.9%

4.4%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGEB · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AIGEB	iShares Investment Grade Systematic Bond ETFRead Desk	0.18%	5.29%	+0.1%	−0.4%	+0.3%	+7.0%	+0.6%	−4.5%	$1.5B

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

All Three

5Y3 funds

#
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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AIGEB	iShares Investment Grade Systematic Bond ETFRead Desk	0.18%	5.29%	+0.1%	−0.4%	+0.3%	+7.0%	+0.6%	−4.5%	$1.5B

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

IGEB vs SCHD

IGEB

iShares Investment Grade Systematic Bond

$10,315

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIGEBSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield5.29%2.98%

5 years, per year+0.6%+10.4%

3 years, per year+7.0%+20.3%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y4.4%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IGEB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IGEBSCHDVIG

IGEB—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Income After Fees on $10,000

$511most kept, IGEB

IGEB$529 − $18 = $511

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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