IJH vs SCHD

AIJH

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.5%IJH and SCHD

IJH

SCHD

iShares Core S&P Mid-Cap ETF · $121BSchwab U.S. Dividend Equity ETF · $120B

+16.5%3 years · per year$15,806 · $17,266+20.0%

+6.7%5 years · per year$13,830 · $16,267+10.2%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

1.25%12-mo yield$125 · $300 on $10k3.00%

−8.8%Worst dropSmaller wins−6.9%

15.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · SCHD

0.5%EWBC0.4%

0.5%DINO0.4%

0.3%WSO0.3%

0.3%FNF0.3%

Held in common3.5%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJH vs SCHD

IJH

iShares Core S&P Mid-Cap

$13,830

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIJHSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.25%3.00%

5 years, per year+6.7%+10.2%

3 years, per year+16.5%+20.0%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y15.5%11.7%

5–1measures won
SCHD first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IJH, SCHD

Today

3.5%most shared, IJH and SCHD

IJHSCHD

IJH—3.5%

SCHD3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IJH$125 − $5 = $120

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee