IPOS vs SCHD

AIPOS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IEMG $13,713

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%IPOS and SCHD

IPOS

SCHD

Renaissance International IPO ETF · $9MSchwab U.S. Dividend Equity ETF · $123B

+14.6%3 years · per year$15,036 · $17,908+21.4%

−8.3%5 years · per year$6,497 · $16,881+11.0%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

0.77%12-mo yield$77 · $291 on $10k2.91%

−31.7%Worst dropSmaller wins−6.9%

35.3%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIPOS · 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	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
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
3	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.77%	+4.8%	+11.1%	+7.6%	+14.6%	−8.3%	−31.7%	$9M

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	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
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
3	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.77%	+4.8%	+11.1%	+7.6%	+14.6%	−8.3%	−31.7%	$9M

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

IPOS vs SCHD

IPOS

Renaissance International IPO

$6,497

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIPOSSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.77%2.91%

5 years, per year−8.3%+11.0%

3 years, per year+14.6%+21.4%

Worst drop · 1Y−31.7%−6.9%

Volatility · 1Y35.3%11.5%

6–0measures 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

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG 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: IPOS, SCHD, IEMG

Today

0.0%most shared, IPOS and SCHD

IPOSSCHDIEMG

IPOS—0.0%0.0%

SCHD0.0%—0.0%

IEMG0.0%0.0%—

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

IEMG$240 − $9 = $231

IPOS$77 − $80 = −$3

KeptFee

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