IGF vs SCHD

AIGF

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IGF $16,114

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 common1.4%IGF and SCHD

IGF

SCHD

iShares Global Infrastructure ETF · $10.9BSchwab U.S. Dividend Equity ETF · $121B

+20.4%3 years · per year$17,459 · $17,908+21.4%

+10.0%5 years · per year$16,114 · $16,881+11.0%

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

2.91%12-mo yield$291 · $291 on $10k2.91%

−10.4%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGF · SCHD

1.9%OKE1.4%

Held in common1.4%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.91%	+1.0%	+9.6%	+11.5%	+20.4%	+10.0%	−10.4%	$10.9B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.91%	+1.0%	+9.6%	+11.5%	+20.4%	+10.0%	−10.4%	$10.9B

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

IGF vs SCHD

IGF

iShares Global Infrastructure

$16,114

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIGFSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.91%2.91%

5 years, per year+10.0%+11.0%

3 years, per year+20.4%+21.4%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y11.2%11.5%

4–1measures won
SCHD first

1.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IGF, SCHD

Today

1.4%most shared, IGF and SCHD

IGFSCHD

IGF—1.4%

SCHD1.4%—

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

IGF$291 − $37 = $254

KeptFee

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