IUSG vs SCHD

AIUSG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,437IUSG · SCHD $16,375

Lowest cost0.04%IUSG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.0%IUSG and SCHD

IUSG

SCHD

iShares Core S&P U.S. Growth ETF · $32.6BSchwab U.S. Dividend Equity ETF · $123B

+24.6%3 years · per year$19,348 · $17,414+20.3%

+10.4%5 years · per year$16,437 · $16,375+10.4%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

0.52%12-mo yield$52 · $298 on $10k2.98%

−13.0%Worst dropSmaller wins−6.9%

19.1%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSG · SCHD

0.5%AMGN4.2%

0.4%KO4.2%

0.0%CINF0.7%

0.0%EWBC0.4%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
1	AIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	−5.7%	+4.8%	+5.1%	+24.6%	+10.4%	−13.0%	$32.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	−5.7%	+4.8%	+5.1%	+24.6%	+10.4%	−13.0%	$32.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

IUSG vs SCHD

IUSG

iShares Core S&P U.S. Growth

$16,437

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIUSGSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield0.52%2.98%

5 years, per year+10.4%+10.4%

3 years, per year+24.6%+20.3%

Worst drop · 1Y−13.0%−6.9%

Volatility · 1Y19.1%11.7%

3–2measures won
SCHD first

1.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IUSG, SCHD

Today

1.0%most shared, IUSG and SCHD

IUSGSCHD

IUSG—1.0%

SCHD1.0%—

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

IUSG$52 − $4 = $48

KeptFee

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