IHAK vs SCHD

AIHAK

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IHAK $14,644

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 common0.2%IHAK and SCHD

IHAK

SCHD

iShares Cybersecurity and Tech ETF · $1.2BSchwab U.S. Dividend Equity ETF · $120B

+22.2%3 years · per year$18,233 · $17,414+20.3%

+7.9%5 years · per year$14,644 · $16,375+10.4%

0.47%Expense ratio$47 · $6 on $10k · lower wins0.06%

0.07%12-mo yield$7 · $298 on $10k2.98%

−20.7%Worst dropSmaller wins−6.9%

30.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIHAK · SCHD

3.6%BAH0.2%

Held in common0.2%

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	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	AIHAK	iShares Cybersecurity and Tech ETFRead Desk		0.47%	0.07%	−5.5%	+39.6%	+32.0%	+22.2%	+7.9%	−20.7%	$1.2B

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	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	AIHAK	iShares Cybersecurity and Tech ETFRead Desk		0.47%	0.07%	−5.5%	+39.6%	+32.0%	+22.2%	+7.9%	−20.7%	$1.2B

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

IHAK vs SCHD

IHAK

iShares Cybersecurity and Tech

$14,644

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIHAKSCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield0.07%2.98%

5 years, per year+7.9%+10.4%

3 years, per year+22.2%+20.3%

Worst drop · 1Y−20.7%−6.9%

Volatility · 1Y30.9%11.7%

5–1measures won
SCHD first

0.2%

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%

$120BAssets$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%

$42.6BAssets$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: IHAK, SCHD

Today

0.2%most shared, IHAK and SCHD

IHAKSCHD

IHAK—0.2%

SCHD0.2%—

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

IHAK$7 − $47 = −$40

KeptFee

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