IOO vs SCHD

AIOO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,581IOO · SCHD $16,267

Lowest cost0.03%VEA · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common6.9%IOO and SCHD

IOO

SCHD

iShares Global 100 ETF · $8.9BSchwab U.S. Dividend Equity ETF · $120B

+25.0%3 years · per year$19,534 · $17,266+20.0%

+14.4%5 years · per year$19,581 · $16,267+10.2%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

0.84%12-mo yield$84 · $300 on $10k3.00%

−9.9%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIOO · SCHD

1.1%CVX4.0%

1.0%PG4.5%

0.9%KO4.3%

0.9%MRK3.8%

Held in common6.9%

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 Three

5Y3 funds

#
1	AIOO	iShares Global 100 ETFRead Desk	0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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

All Three

5Y3 funds

#
1	AIOO	iShares Global 100 ETFRead Desk	0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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

IOO vs SCHD

IOO

iShares Global 100

$19,581

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIOOSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.84%3.00%

5 years, per year+14.4%+10.2%

3 years, per year+25.0%+20.0%

Worst drop · 1Y−9.9%−6.9%

Volatility · 1Y15.2%11.7%

4–2measures won
SCHD first

6.9%

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IOO, SCHD, VEA

Today

18.4%most shared, IOO and VEA

IOOSCHDVEA

IOO—6.9%18.4%

SCHD6.9%—0.0%

VEA18.4%0.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VEA$251 − $3 = $248

IOO$84 − $40 = $44

KeptFee

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