IGM vs SCHD · Compare Desk

ASCHD

BSMH

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SCHD $16,881

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 common8.6%SCHD and SMH

SCHD vs SMH

SCHD

SMH

Schwab U.S. Dividend Equity ETF · $123BVanEck Semiconductor ETF · $65.4B

+21.4%3 years · per year$17,908 · $37,049+54.7%

+11.0%5 years · per year$16,881 · $38,820+31.2%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.91%12-mo yield$291 · $22 on $10k0.22%

−6.9%Worst dropSmaller wins−24.6%

11.5%VolatilityLower wins41.2%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SMH

4.8%TXN6.0%

3.8%QCOM3.9%

Held in common8.6%

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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

SCHD vs SMH

SCHD

Schwab U.S. Dividend Equity

$16,881

SMH

VanEck Semiconductor

$38,820

MeasureSCHDSMH

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.91%0.22%

5 years, per year+11.0%+31.2%

3 years, per year+21.4%+54.7%

Worst drop · 1Y−6.9%−24.6%

Volatility · 1Y11.5%41.2%

4–2measures won
SCHD first

8.6%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHD, SMH

Today

8.6%most shared, SCHD and SMH

SCHDSMH

SCHD—8.6%

SMH8.6%—

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

SMH$22 − $35 = −$13

KeptFee

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