ILIT vs SCHD

AILIT

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.11%ILIT · $311 on $10k

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

Held in common0.0%ILIT and SCHD

ILIT

SCHD

iShares Lithium Miners and Producers ETF · $10MSchwab U.S. Dividend Equity ETF · $123B

−10.6%3 years · per year$7,156 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.47%Expense ratio$47 · $6 on $10k · lower wins0.06%

3.11%12-mo yield$311 · $291 on $10k2.91%

−58.2%Worst dropSmaller wins−6.9%

44.8%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILIT · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	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
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.11%	+4.1%	−33.8%	−20.6%	−10.6%	new	−58.2%	$10M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	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
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.11%	+4.1%	−33.8%	−20.6%	−10.6%	new	−58.2%	$10M

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

ILIT vs SCHD

ILIT

iShares Lithium Miners and Producers

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureILITSCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield3.11%2.91%

5 years, per year[…]+11.0%

3 years, per year−10.6%+21.4%

Worst drop · 1Y−58.2%−6.9%

Volatility · 1Y44.8%11.5%

4–1measures won
SCHD first

0.0%

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX 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

Overlap: ILIT, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

ILITSCHDSMH

ILIT—0.0%0.0%

SCHD0.0%—8.6%

SMH0.0%8.6%—

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

ILIT$311 − $47 = $264

SMH$22 − $35 = −$13

KeptFee

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