ITDI vs SCHD

AITDI

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common4.7%ITDI and SCHD

ITDI

SCHD

iShares LifePath Target Date 2065 ETF · $29MSchwab U.S. Dividend Equity ETF · $120B

+20.9%3 years · per year$17,689 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

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

1.50%12-mo yield$150 · $298 on $10k2.98%

−9.6%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDI · SCHD

0.3%CVX3.9%

0.3%PG4.4%

0.3%KO4.2%

0.3%MRK3.8%

Held in common4.7%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.50%	−4.0%	+8.4%	+11.1%	+20.9%	new	−9.6%	$29M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.50%	−4.0%	+8.4%	+11.1%	+20.9%	new	−9.6%	$29M

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

ITDI vs SCHD

ITDI

iShares LifePath Target Date 2065

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureITDISCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.50%2.98%

5 years, per year[…]+10.4%

3 years, per year+20.9%+20.3%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.6%11.7%

4–1measures won
SCHD first

4.7%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ITDI, SCHD, VIG

Today

25.8%most shared, ITDI and VIG

ITDISCHDVIG

ITDI—4.7%25.8%

SCHD4.7%—14.5%

VIG25.8%14.5%—

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

VIG$149 − $4 = $145

ITDI$150 − $12 = $138

KeptFee

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