INDY vs SCHD

AINDY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IEFA $14,909

Lowest cost0.06%SCHD · $6 on $10k

Most income8.90%INDY · $890 on $10k

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

Held in common0.0%INDY and SCHD

INDY

SCHD

iShares India 50 ETF · $597MSchwab U.S. Dividend Equity ETF · $122B

+4.1%3 years · per year$11,275 · $17,123+19.6%

+1.2%5 years · per year$10,636 · $16,459+10.5%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

8.90%12-mo yield$890 · $296 on $10k2.96%

−19.1%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINDY · SCHD

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

Held in common0.0%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	AINDY	iShares India 50 ETFRead Desk	0.65%	8.90%	+0.7%	−6.5%	−5.0%	+4.1%	+1.2%	−19.1%	$597M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	AINDY	iShares India 50 ETFRead Desk	0.65%	8.90%	+0.7%	−6.5%	−5.0%	+4.1%	+1.2%	−19.1%	$597M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INDY vs SCHD

INDY

iShares India 50

$10,636

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureINDYSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield8.90%2.96%

5 years, per year+1.2%+10.5%

3 years, per year+4.1%+19.6%

Worst drop · 1Y−19.1%−6.9%

Volatility · 1Y15.8%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: INDY, SCHD, IEFA

Today

0.0%most shared, INDY and SCHD

INDYSCHDIEFA

INDY—0.0%0.0%

SCHD0.0%—0.0%

IEFA0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$825most kept, INDY

INDY$890 − $65 = $825

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee