ISVL vs SCHD

AISVL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,521ISVL · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income3.11%ISVL · $311 on $10k

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

Held in common0.0%ISVL and SCHD

ISVL

SCHD

iShares International Developed Small Cap Value Factor ETF · $328MSchwab U.S. Dividend Equity ETF · $123B

+24.7%3 years · per year$19,393 · $17,414+20.3%

+10.6%5 years · per year$16,521 · $16,375+10.4%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

3.11%12-mo yield$311 · $298 on $10k2.98%

−12.5%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsISVL · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AISVL	iShares International Developed Small Cap Value Factor ETFRead Desk		0.31%	3.11%	−2.8%	+10.9%	+20.6%	+24.7%	+10.6%	−12.5%	$328M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AISVL	iShares International Developed Small Cap Value Factor ETFRead Desk		0.31%	3.11%	−2.8%	+10.9%	+20.6%	+24.7%	+10.6%	−12.5%	$328M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

ISVL vs SCHD

ISVL

iShares International Developed Small Cap Value Factor

$16,521

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureISVLSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield3.11%2.98%

5 years, per year+10.6%+10.4%

3 years, per year+24.7%+20.3%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y15.3%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISVL, SCHD

Today

0.0%most shared, ISVL and SCHD

ISVLSCHD

ISVL—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

ISVL$311 − $31 = $280

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee