ITDI vs SCHD

AITDI

BSCHD

Measures won1–4SCHD 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−6.9%SCHD · worst fall in 1Y

Held in common4.6%ITDI and SCHD

ITDI

SCHD

iShares LifePath Target Date 2065 ETF · $30MSchwab U.S. Dividend Equity ETF · $121B

+22.7%3 years · per year$18,489 · $17,908+21.4%

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

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

1.44%12-mo yield$144 · $291 on $10k2.91%

−9.6%Worst dropSmaller wins−6.9%

14.1%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDI · SCHD

0.3%CVX4.2%

0.3%PG4.3%

0.3%KO4.2%

0.3%UNH4.0%

Held in common4.6%

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%	$121.5B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.44%	+1.7%	+12.9%	+14.2%	+22.7%	new	−9.6%	$30M

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	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.44%	+1.7%	+12.9%	+14.2%	+22.7%	new	−9.6%	$30M

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

ITDI vs SCHD

ITDI

iShares LifePath Target Date 2065

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureITDISCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.44%2.91%

5 years, per year[…]+11.0%

3 years, per year+22.7%+21.4%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.1%11.5%

4–1measures won
SCHD first

4.6%

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%

$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: ITDI, SCHD

Today

4.6%most shared, ITDI and SCHD

ITDISCHD

ITDI—4.6%

SCHD4.6%—

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

ITDI$144 − $12 = $132

KeptFee

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