IVE vs SCHD

AIVE

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,659IVE · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common17.0%IVE and SCHD

IVE

SCHD

iShares S&P 500 Value ETF · $50.6BSchwab U.S. Dividend Equity ETF · $121B

+19.7%3 years · per year$17,148 · $17,908+21.4%

+12.0%5 years · per year$17,659 · $16,881+11.0%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.48%12-mo yield$148 · $291 on $10k2.91%

−6.2%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVE · SCHD

1.5%CVX4.2%

1.2%PG4.3%

1.2%UNH4.0%

1.2%MRK3.7%

Held in common17.0%

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	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B
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%	$121.5B

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	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B
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%	$121.5B

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

IVE vs SCHD

IVE

iShares S&P 500 Value

$17,659

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIVESCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.48%2.91%

5 years, per year+12.0%+11.0%

3 years, per year+19.7%+21.4%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y9.7%11.5%

3–3measures won
level

17.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVE, SCHD

Today

17.0%most shared, IVE and SCHD

IVESCHD

IVE—17.0%

SCHD17.0%—

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

IVE$148 − $18 = $130

KeptFee

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