IJS vs SCHD

AIJS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SCHD $16,375

Lowest cost0.03%VTV · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.1%IJS and SCHD

IJS

SCHD

iShares S&P Small-Cap 600 Value ETF · $7.8BSchwab U.S. Dividend Equity ETF · $123B

+18.0%3 years · per year$16,426 · $17,414+20.3%

+6.4%5 years · per year$13,664 · $16,375+10.4%

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

1.42%12-mo yield$142 · $298 on $10k2.98%

−9.3%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, 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 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B

End-of-day Nov 5, 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

$13,664

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIJSSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.42%2.98%

5 years, per year+6.4%+10.4%

3 years, per year+18.0%+20.3%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y16.3%11.7%

6–0measures won
SCHD first

1.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJS, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

IJSSCHDVTV

IJS—1.1%0.0%

SCHD1.1%—17.9%

VTV0.0%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

IJS$142 − $18 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee