IYC vs SCHD

AIYC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IYC $13,255

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.3%IYC and SCHD

IYC

SCHD

iShares U.S. Consumer Discretionary ETF · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+19.1%3 years · per year$16,912 · $17,908+21.4%

+5.8%5 years · per year$13,255 · $16,881+11.0%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

0.49%12-mo yield$49 · $291 on $10k2.91%

−12.0%Worst dropSmaller wins−6.9%

16.1%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYC · SCHD

4.4%HD4.1%

1.2%TGT1.7%

0.8%F1.1%

0.4%DRI0.6%

Held in common7.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.49%	+4.6%	+3.9%	+3.5%	+19.1%	+5.8%	−12.0%	$1.3B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.49%	+4.6%	+3.9%	+3.5%	+19.1%	+5.8%	−12.0%	$1.3B

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

IYC vs SCHD

IYC

iShares U.S. Consumer Discretionary

$13,255

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIYCSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield0.49%2.91%

5 years, per year+5.8%+11.0%

3 years, per year+19.1%+21.4%

Worst drop · 1Y−12.0%−6.9%

Volatility · 1Y16.1%11.5%

6–0measures won
SCHD first

7.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IYC, SCHD

Today

7.3%most shared, IYC and SCHD

IYCSCHD

IYC—7.3%

SCHD7.3%—

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

IYC$49 − $37 = $12

KeptFee

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