IUS vs SCHD

AIUS

BSCHD

Measures won4–2IUS wins · of 6 · 5Y

$10,000 · 5Y$20,206IUS · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common15.8%IUS and SCHD

IUS

SCHD

Invesco RAFI Strategic US ETF · $1.0BSchwab U.S. Dividend Equity ETF · $123B

+24.8%3 years · per year$19,448 · $17,908+21.4%

+15.1%5 years · per year$20,206 · $16,881+11.0%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

1.20%12-mo yield$120 · $291 on $10k2.91%

−6.1%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.5%

4–2IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · SCHD

1.6%CVX4.2%

1.3%UNH4.0%

1.0%VZ3.5%

0.8%CMCSA2.0%

Held in common15.8%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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

IUS vs SCHD

IUS

Invesco RAFI Strategic US

$20,206

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIUSSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.20%2.91%

5 years, per year+15.1%+11.0%

3 years, per year+24.8%+21.4%

Worst drop · 1Y−6.1%−6.9%

Volatility · 1Y10.4%11.5%

4–2measures won
IUS first

15.8%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IUS, SCHD

Today

15.8%most shared, IUS and SCHD

IUSSCHD

IUS—15.8%

SCHD15.8%—

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

IUS$120 − $19 = $101

KeptFee

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