ITOT vs SCHD

AITOT

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,265ITOT · SCHD $16,881

Lowest cost0.03%ITOT · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.8%ITOT and SCHD

ITOT

SCHD

iShares Core S&P Total U.S. Stock Market ETF · $97.0BSchwab U.S. Dividend Equity ETF · $123B

+24.0%3 years · per year$19,058 · $17,908+21.4%

+11.5%5 years · per year$17,265 · $16,881+11.0%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.01%12-mo yield$101 · $291 on $10k2.91%

−8.9%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsITOT · SCHD

0.6%CVX4.2%

0.5%PG4.3%

0.5%KO4.2%

0.5%UNH4.0%

Held in common7.8%

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	AITOT	iShares Core S&P Total U.S. Stock Market ETFRead Desk		0.03%	1.01%	+1.5%	+13.3%	+13.4%	+24.0%	+11.5%	−8.9%	$97.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	AITOT	iShares Core S&P Total U.S. Stock Market ETFRead Desk		0.03%	1.01%	+1.5%	+13.3%	+13.4%	+24.0%	+11.5%	−8.9%	$97.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

ITOT vs SCHD

ITOT

iShares Core S&P Total U.S. Stock Market

$17,265

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureITOTSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.01%2.91%

5 years, per year+11.5%+11.0%

3 years, per year+24.0%+21.4%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.1%11.5%

3–3measures won
level

7.8%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ITOT, SCHD

Today

7.8%most shared, ITOT and SCHD

ITOTSCHD

ITOT—7.8%

SCHD7.8%—

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

ITOT$101 − $3 = $98

KeptFee

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