IUSV vs SCHD

AIUSV

BSCHD

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV · SCHD $16,375

Lowest cost0.04%IUSV · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common16.4%IUSV and SCHD

IUSV

SCHD

iShares Core S&P U.S. Value ETF · $28.4BSchwab U.S. Dividend Equity ETF · $123B

+18.3%3 years · per year$16,565 · $17,414+20.3%

+11.2%5 years · per year$17,003 · $16,375+10.4%

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

1.65%12-mo yield$165 · $298 on $10k2.98%

−6.4%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.7%

4–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · SCHD

1.3%CVX3.9%

1.2%PG4.4%

1.1%MRK3.8%

1.1%UNH3.9%

Held in common16.4%

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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
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

IUSV vs SCHD

IUSV

iShares Core S&P U.S. Value

$17,003

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIUSVSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.65%2.98%

5 years, per year+11.2%+10.4%

3 years, per year+18.3%+20.3%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y10.2%11.7%

4–2measures won
IUSV first

16.4%

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: IUSV, SCHD

Today

16.4%most shared, IUSV and SCHD

IUSVSCHD

IUSV—16.4%

SCHD16.4%—

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

IUSV$165 − $4 = $161

KeptFee

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