IYF vs SCHD

AIYF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IYF $16,051

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common5.4%IYF and SCHD

IYF

SCHD

iShares U.S. Financials ETF · $3.9BSchwab U.S. Dividend Equity ETF · $123B

+24.1%3 years · per year$19,126 · $17,414+20.3%

+9.9%5 years · per year$16,050 · $16,375+10.4%

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

1.47%12-mo yield$147 · $298 on $10k2.98%

−13.9%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · SCHD

1.4%BX2.2%

0.7%FITB1.2%

0.4%CINF0.7%

0.4%ARES0.7%

Held in common5.4%

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	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
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.9B

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	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
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.9B

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

IYF vs SCHD

IYF

iShares U.S. Financials

$16,050

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIYFSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.47%2.98%

5 years, per year+9.9%+10.4%

3 years, per year+24.1%+20.3%

Worst drop · 1Y−13.9%−6.9%

Volatility · 1Y15.1%11.7%

5–1measures won
SCHD first

5.4%

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: IYF, SCHD

Today

5.4%most shared, IYF and SCHD

IYFSCHD

IYF—5.4%

SCHD5.4%—

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

IYF$147 − $37 = $110

KeptFee

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