IVE vs SCHD

AIVE

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IVE $17,035

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 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 · $51.7BSchwab U.S. Dividend Equity ETF · $120B

+18.2%3 years · per year$16,520 · $17,414+20.3%

+11.2%5 years · per year$17,035 · $16,375+10.4%

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

1.53%12-mo yield$153 · $298 on $10k2.98%

−6.2%Worst dropSmaller wins−6.9%

10.1%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · SCHD

1.4%CVX3.9%

1.3%PG4.4%

1.2%MRK3.8%

1.2%UNH3.9%

Held in common17.0%

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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−2.8%	+12.8%	+15.6%	+18.2%	+11.2%	−6.2%	$51.7B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−2.8%	+12.8%	+15.6%	+18.2%	+11.2%	−6.2%	$51.7B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

IVE vs SCHD

IVE

iShares S&P 500 Value

$17,035

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIVESCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.53%2.98%

5 years, per year+11.2%+10.4%

3 years, per year+18.2%+20.3%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.1%11.7%

3–3measures won
level

17.0%

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%

$120BAssets$109B

2–0SCHD 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$819B

2–0SPYM 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVE, SCHD, SPY

Today

60.8%most shared, IVE and SPY

IVESCHDSPY

IVE—17.0%60.8%

SCHD17.0%—8.5%

SPY60.8%8.5%—

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

IVE$153 − $18 = $135

SPY$103 − $9 = $94

KeptFee

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