ITDB vs SCHD

AITDB

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−5.7%ITDB · worst fall in 1Y

Held in common2.5%ITDB and SCHD

ITDB

SCHD

iShares LifePath Target Date 2030 ETF · $83MSchwab U.S. Dividend Equity ETF · $122B

+13.5%3 years · per year$14,613 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.93%12-mo yield$193 · $296 on $10k2.96%

−5.7%Worst dropSmaller wins−6.9%

8.3%VolatilityLower wins11.8%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDB · SCHD

0.2%CVX4.0%

0.2%PG4.4%

0.2%KO4.3%

0.2%MRK3.8%

Held in common2.5%

End-of-day Nov 9, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AITDB	iShares LifePath Target Date 2030 ETFRead Desk	0.09%	1.93%	+1.4%	+6.1%	+7.8%	+13.5%	new	−5.7%	$83M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AITDB	iShares LifePath Target Date 2030 ETFRead Desk	0.09%	1.93%	+1.4%	+6.1%	+7.8%	+13.5%	new	−5.7%	$83M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITDB vs SCHD

ITDB

iShares LifePath Target Date 2030

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureITDBSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.93%2.96%

5 years, per year[…]+10.5%

3 years, per year+13.5%+19.6%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y8.3%11.8%

3–2measures won
SCHD first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ITDB, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

ITDBSCHDDGRO

ITDB—2.5%15.7%

SCHD2.5%—21.3%

DGRO15.7%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ITDB$193 − $9 = $184

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee