ISCV vs SCHD

AISCV

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ISCV $15,401

Lowest cost0.06%ISCV · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common4.5%ISCV and SCHD

ISCV

SCHD

iShares Morningstar Small Cap Value ETF · $707MSchwab U.S. Dividend Equity ETF · $123B

+21.1%3 years · per year$17,752 · $17,908+21.4%

+9.0%5 years · per year$15,401 · $16,881+11.0%

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

1.86%12-mo yield$186 · $291 on $10k2.91%

−9.3%Worst dropSmaller wins−6.9%

14.4%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · SCHD

0.6%BBY0.4%

0.5%DINO0.4%

0.5%APA0.4%

0.3%BAH0.2%

Held in common4.5%

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%	$122.9B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$707M

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%	$122.9B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$707M

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

ISCV vs SCHD

ISCV

iShares Morningstar Small Cap Value

$15,401

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureISCVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.86%2.91%

5 years, per year+9.0%+11.0%

3 years, per year+21.1%+21.4%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y14.4%11.5%

5–0measures won
SCHD first

4.5%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ISCV, SCHD

Today

4.5%most shared, ISCV and SCHD

ISCVSCHD

ISCV—4.5%

SCHD4.5%—

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

ISCV$186 − $6 = $180

KeptFee

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