ITDB vs SCHD

AITDB

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 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 · $82MSchwab U.S. Dividend Equity ETF · $120B

+13.5%3 years · per year$14,616 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

1.96%12-mo yield$196 · $300 on $10k3.00%

−5.7%Worst dropSmaller wins−6.9%

8.2%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDB · SCHD

0.2%CVX4.0%

0.2%PG4.5%

0.2%KO4.3%

0.2%MRK3.8%

Held in common2.5%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AITDB	iShares LifePath Target Date 2030 ETFRead Desk	0.09%	1.96%	0.0%	+4.6%	+5.8%	+13.5%	new	−5.7%	$82M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AITDB	iShares LifePath Target Date 2030 ETFRead Desk	0.09%	1.96%	0.0%	+4.6%	+5.8%	+13.5%	new	−5.7%	$82M

End-of-day Nov 6, 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

$16,267

MeasureITDBSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.96%3.00%

5 years, per year[…]+10.2%

3 years, per year+13.5%+20.0%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y8.2%11.7%

3–2measures won
SCHD first

2.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITDB, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

ITDBSCHDVYM

ITDB—2.5%10.7%

SCHD2.5%—21.9%

VYM10.7%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

ITDB$196 − $9 = $187

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee