ILCG vs SCHD

AILCG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ILCG $16,235

Lowest cost0.04%ILCG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common1.0%ILCG and SCHD

ILCG

SCHD

iShares Morningstar Growth ETF · $3.0BSchwab U.S. Dividend Equity ETF · $123B

+24.4%3 years · per year$19,230 · $17,908+21.4%

+10.2%5 years · per year$16,235 · $16,881+11.0%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

0.43%12-mo yield$43 · $291 on $10k2.91%

−14.5%Worst dropSmaller wins−6.9%

19.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCG · SCHD

0.4%TXN4.8%

0.2%FAST1.4%

0.1%BX2.1%

0.1%ARES0.7%

Held in common1.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AILCG	iShares Morningstar Growth ETFRead Desk		0.04%	0.43%	+0.3%	+6.4%	+3.0%	+24.4%	+10.2%	−14.5%	$3.0B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AILCG	iShares Morningstar Growth ETFRead Desk		0.04%	0.43%	+0.3%	+6.4%	+3.0%	+24.4%	+10.2%	−14.5%	$3.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILCG vs SCHD

ILCG

iShares Morningstar Growth

$16,235

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureILCGSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield0.43%2.91%

5 years, per year+10.2%+11.0%

3 years, per year+24.4%+21.4%

Worst drop · 1Y−14.5%−6.9%

Volatility · 1Y19.6%11.5%

4–2measures won
SCHD first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ILCG, SCHD

Today

1.0%most shared, ILCG and SCHD

ILCGSCHD

ILCG—1.0%

SCHD1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ILCG$43 − $4 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee