IVE vs SCHD

AIVE

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,008IVE · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common17.1%IVE and SCHD

IVE

SCHD

iShares S&P 500 Value ETF · $50.4BSchwab U.S. Dividend Equity ETF · $120B

+17.7%3 years · per year$16,312 · $17,266+20.0%

+11.2%5 years · per year$17,008 · $16,267+10.2%

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

1.53%12-mo yield$153 · $300 on $10k3.00%

−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%CVX4.0%

1.3%PG4.5%

1.2%MRK3.8%

1.2%UNH3.9%

Held in common17.1%

End-of-day Nov 6, 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	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−0.4%	+12.4%	+14.9%	+17.7%	+11.2%	−6.2%	$50.4B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−0.4%	+12.4%	+14.9%	+17.7%	+11.2%	−6.2%	$50.4B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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

$17,008

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIVESCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.53%3.00%

5 years, per year+11.2%+10.2%

3 years, per year+17.7%+20.0%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.1%11.7%

3–3measures won
level

17.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVE, SCHD, VTI

Today

51.7%most shared, IVE and VTI

IVESCHDVTI

IVE—17.1%51.7%

SCHD17.1%—7.1%

VTI51.7%7.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVE$153 − $18 = $135

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee