IJS vs SCHD

AIJS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · VIG $16,495

Lowest cost0.03%VUG · $3 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 yearsAll four, one 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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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
4	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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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
4	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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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

Overlap: IJS, SCHD, VIG, VUG

Today

26.4%most shared, VIG and VUG

IJSSCHDVIGVUG

IJS—1.1%0.6%0.0%

SCHD1.1%—14.5%0.8%

VIG0.6%14.5%—26.4%

VUG0.0%0.8%26.4%—

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

VIG$147 − $4 = $143

IJS$139 − $18 = $121

VUG$41 − $3 = $38

KeptFee

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