ITDC vs SCHD

AITDC

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.6%ITDC · worst fall in 1Y

Held in common3.1%ITDC and SCHD

ITDC

SCHD

iShares LifePath Target Date 2035 ETF · $125MSchwab U.S. Dividend Equity ETF · $121B

+16.8%3 years · per year$15,931 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

1.87%12-mo yield$187 · $291 on $10k2.91%

−6.6%Worst dropSmaller wins−6.9%

9.4%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDC · SCHD

0.2%CVX4.2%

0.2%PG4.3%

0.2%KO4.2%

0.2%UNH4.0%

Held in common3.1%

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%	$121.5B
2	AITDC	iShares LifePath Target Date 2035 ETFRead Desk		0.10%	1.87%	+1.2%	+8.3%	+9.1%	+16.8%	new	−6.6%	$125M

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%	$121.5B
2	AITDC	iShares LifePath Target Date 2035 ETFRead Desk		0.10%	1.87%	+1.2%	+8.3%	+9.1%	+16.8%	new	−6.6%	$125M

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

ITDC vs SCHD

ITDC

iShares LifePath Target Date 2035

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureITDCSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield1.87%2.91%

5 years, per year[…]+11.0%

3 years, per year+16.8%+21.4%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y9.4%11.5%

3–2measures won
SCHD first

3.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITDC, SCHD

Today

3.1%most shared, ITDC and SCHD

ITDCSCHD

ITDC—3.1%

SCHD3.1%—

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

ITDC$187 − $10 = $177

KeptFee

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