IHE vs SCHD

AIHE

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,284IHE · 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 common6.7%IHE and SCHD

IHE

SCHD

iShares U.S. Pharmaceuticals ETF · $1.7BSchwab U.S. Dividend Equity ETF · $123B

+26.9%3 years · per year$20,460 · $17,908+21.4%

+14.0%5 years · per year$19,284 · $16,881+11.0%

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

1.31%12-mo yield$131 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

18.7%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIHE · SCHD

4.2%MRK3.7%

4.1%BMY3.0%

Held in common6.7%

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	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.31%	+2.2%	+29.8%	+45.2%	+26.9%	+14.0%	−9.7%	$1.7B
2	BSCHD	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	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.31%	+2.2%	+29.8%	+45.2%	+26.9%	+14.0%	−9.7%	$1.7B
2	BSCHD	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

IHE vs SCHD

IHE

iShares U.S. Pharmaceuticals

$19,284

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIHESCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.31%2.91%

5 years, per year+14.0%+11.0%

3 years, per year+26.9%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y18.7%11.5%

4–2measures won
SCHD first

6.7%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IHE, SCHD

Today

6.7%most shared, IHE and SCHD

IHESCHD

IHE—6.7%

SCHD6.7%—

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

IHE$131 − $37 = $94

KeptFee

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