IJS vs SCHD

AIJS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · IJS $13,814

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common1.1%IJS and SCHD

IJS

SCHD

iShares S&P Small-Cap 600 Value ETF · $7.7BSchwab U.S. Dividend Equity ETF · $121B

+19.4%3 years · per year$17,014 · $17,784+21.2%

+6.7%5 years · per year$13,814 · $16,352+10.3%

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

1.39%12-mo yield$139 · $297 on $10k2.97%

−9.3%Worst dropSmaller wins−6.9%

15.9%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · SCHD

0.2%MC0.1%

0.5%RHI0.1%

0.4%KFY0.1%

0.4%CVBF0.1%

Held in common1.1%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B

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

Cards for this view

IJS vs SCHD

IJS

iShares S&P Small-Cap 600 Value

$13,814

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIJSSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.39%2.97%

5 years, per year+6.7%+10.3%

3 years, per year+19.4%+21.2%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y15.9%11.4%

6–0measures won
SCHD first

1.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IJS, SCHD

Today

1.1%most shared, IJS and SCHD

IJSSCHD

IJS—1.1%

SCHD1.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IJS$139 − $18 = $121

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee