IMTM vs SCHD

AIMTM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWF $15,330

Lowest cost0.06%SCHD · $6 on $10k

Most income4.77%IMTM · $477 on $10k

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

Held in common0.0%IMTM and SCHD

IMTM

SCHD

iShares MSCI Intl Momentum Factor ETF · $4.0BSchwab U.S. Dividend Equity ETF · $120B

+20.1%3 years · per year$17,330 · $17,414+20.3%

+7.8%5 years · per year$14,535 · $16,375+10.4%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

4.77%12-mo yield$477 · $298 on $10k2.98%

−12.8%Worst dropSmaller wins−6.9%

20.2%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMTM · SCHD

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

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.77%	−4.9%	+2.8%	+7.8%	+20.1%	+7.8%	−12.8%	$4.0B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.77%	−4.9%	+2.8%	+7.8%	+20.1%	+7.8%	−12.8%	$4.0B

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

IMTM vs SCHD

IMTM

iShares MSCI Intl Momentum Factor

$14,535

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIMTMSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield4.77%2.98%

5 years, per year+7.8%+10.4%

3 years, per year+20.1%+20.3%

Worst drop · 1Y−12.8%−6.9%

Volatility · 1Y20.2%11.7%

5–1measures won
SCHD first

0.0%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMTM, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

IMTMSCHDIWF

IMTM—0.0%0.0%

SCHD0.0%—3.6%

IWF0.0%3.6%—

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

Income After Fees on $10,000

$447most kept, IMTM

IMTM$477 − $30 = $447

SCHD$298 − $6 = $292

IWF$39 − $18 = $21

KeptFee

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