IJJ vs SCHD

AIJJ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IJJ $14,597

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common3.3%IJJ and SCHD

IJJ

SCHD

iShares S&P Mid-Cap 400 Value ETF · $8.6BSchwab U.S. Dividend Equity ETF · $120B

+16.6%3 years · per year$15,854 · $17,266+20.0%

+7.9%5 years · per year$14,597 · $16,267+10.2%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.64%12-mo yield$164 · $300 on $10k3.00%

−10.6%Worst dropSmaller wins−6.9%

14.4%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJJ · SCHD

0.5%EWBC0.4%

0.9%DINO0.4%

0.7%WSO0.3%

0.6%FNF0.3%

Held in common3.3%

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	AIJJ	iShares S&P Mid-Cap 400 Value ETFRead Desk		0.18%	1.64%	0.0%	+10.1%	+14.0%	+16.6%	+7.9%	−10.6%	$8.6B

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	AIJJ	iShares S&P Mid-Cap 400 Value ETFRead Desk		0.18%	1.64%	0.0%	+10.1%	+14.0%	+16.6%	+7.9%	−10.6%	$8.6B

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

IJJ vs SCHD

IJJ

iShares S&P Mid-Cap 400 Value

$14,597

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIJJSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.64%3.00%

5 years, per year+7.9%+10.2%

3 years, per year+16.6%+20.0%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y14.4%11.7%

6–0measures won
SCHD first

3.3%

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: IJJ, SCHD

Today

3.3%most shared, IJJ and SCHD

IJJSCHD

IJJ—3.3%

SCHD3.3%—

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

IJJ$164 − $18 = $146

KeptFee

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