ISCG vs SCHD

AISCG

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ISCG $12,768

Lowest cost0.06%ISCG · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.9%ISCG and SCHD

ISCG

SCHD

iShares Morningstar Small-Cap Growth ETF · $966MSchwab U.S. Dividend Equity ETF · $121B

+21.2%3 years · per year$17,783 · $17,908+21.4%

+5.0%5 years · per year$12,768 · $16,881+11.0%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

0.65%12-mo yield$65 · $291 on $10k2.91%

−11.4%Worst dropSmaller wins−6.9%

18.0%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCG · SCHD

0.1%ERIE0.2%

0.1%AFG0.2%

0.1%MC0.1%

0.1%MTN0.1%

Held in common0.9%

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

Both

5Y2 funds

#			Trend
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%	$121.5B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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%	$121.5B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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

ISCG vs SCHD

ISCG

iShares Morningstar Small-Cap Growth

$12,768

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureISCGSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.65%2.91%

5 years, per year+5.0%+11.0%

3 years, per year+21.2%+21.4%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y18.0%11.5%

5–0measures won
SCHD first

0.9%

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%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ISCG, SCHD

Today

0.9%most shared, ISCG and SCHD

ISCGSCHD

ISCG—0.9%

SCHD0.9%—

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

ISCG$65 − $6 = $59

KeptFee

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