ISMD vs SCHD

AISMD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ISMD $15,372

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 common0.6%ISMD and SCHD

ISMD

SCHD

Inspire Small/Mid Cap ETF · $331MSchwab U.S. Dividend Equity ETF · $123B

+20.9%3 years · per year$17,650 · $17,908+21.4%

+9.0%5 years · per year$15,372 · $16,881+11.0%

0.53%Expense ratio$53 · $6 on $10k · lower wins0.06%

1.38%12-mo yield$138 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsISMD · SCHD

0.2%FHI0.1%

0.2%CWEN0.1%

0.2%IPAR0.1%

0.2%CNS0.0%

Held in common0.6%

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	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.38%	+1.9%	+25.9%	+28.2%	+20.9%	+9.0%	−9.7%	$331M

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	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.38%	+1.9%	+25.9%	+28.2%	+20.9%	+9.0%	−9.7%	$331M

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

ISMD vs SCHD

ISMD

Inspire Small/Mid Cap

$15,372

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureISMDSCHD

Fee0.53%0.06%

Cost on $10k a year$53$6

Yield1.38%2.91%

5 years, per year+9.0%+11.0%

3 years, per year+20.9%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y16.7%11.5%

6–0measures won
SCHD first

0.6%

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: ISMD, SCHD

Today

0.6%most shared, ISMD and SCHD

ISMDSCHD

ISMD—0.6%

SCHD0.6%—

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

ISMD$138 − $53 = $85

KeptFee

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