INDY vs SCHD

AINDY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VT $15,649

Lowest cost0.05%VXUS · $5 on $10k

Most income8.96%INDY · $896 on $10k

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

Held in common0.0%INDY and SCHD

INDY

SCHD

iShares India 50 ETF · $596MSchwab U.S. Dividend Equity ETF · $120B

+4.0%3 years · per year$11,256 · $17,266+20.0%

+1.4%5 years · per year$10,720 · $16,267+10.2%

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

8.96%12-mo yield$896 · $300 on $10k3.00%

−19.1%Worst dropSmaller wins−6.9%

15.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	AINDY	iShares India 50 ETFRead Desk	0.65%	8.96%	+2.4%	−7.1%	−6.6%	+4.0%	+1.4%	−19.1%	$596M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	AINDY	iShares India 50 ETFRead Desk	0.65%	8.96%	+2.4%	−7.1%	−6.6%	+4.0%	+1.4%	−19.1%	$596M

End-of-day Nov 6, 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

$10,720

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureINDYSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield8.96%3.00%

5 years, per year+1.4%+10.2%

3 years, per year+4.0%+20.0%

Worst drop · 1Y−19.1%−6.9%

Volatility · 1Y15.9%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: INDY, SCHD, VT, VXUS

Today

29.9%most shared, VT and VXUS

INDYSCHDVTVXUS

INDY—0.0%0.4%1.0%

SCHD0.0%—4.3%0.0%

VT0.4%4.3%—29.9%

VXUS1.0%0.0%29.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$831most kept, INDY

INDY$896 − $65 = $831

SCHD$300 − $6 = $294

VXUS$245 − $5 = $240

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee