IYG vs SCHD

AIYG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IYG $15,429

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common3.3%IYG and SCHD

IYG

SCHD

iShares U.S. Financial Services ETF · $2.3BSchwab U.S. Dividend Equity ETF · $120B

+25.5%3 years · per year$19,780 · $17,266+20.0%

+9.1%5 years · per year$15,429 · $16,267+10.2%

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

1.08%12-mo yield$108 · $300 on $10k3.00%

−15.9%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYG · SCHD

1.2%BX2.1%

0.7%FITB1.2%

0.4%ARES0.7%

0.3%RF0.6%

Held in common3.3%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AIYG	iShares U.S. Financial Services ETFRead Desk		0.37%	1.08%	−0.4%	+4.1%	+8.9%	+25.5%	+9.1%	−15.9%	$2.3B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AIYG	iShares U.S. Financial Services ETFRead Desk		0.37%	1.08%	−0.4%	+4.1%	+8.9%	+25.5%	+9.1%	−15.9%	$2.3B

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

IYG vs SCHD

IYG

iShares U.S. Financial Services

$15,430

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIYGSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.08%3.00%

5 years, per year+9.1%+10.2%

3 years, per year+25.5%+20.0%

Worst drop · 1Y−15.9%−6.9%

Volatility · 1Y16.3%11.7%

5–1measures won
SCHD first

3.3%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYG, SCHD

Today

3.3%most shared, IYG and SCHD

IYGSCHD

IYG—3.3%

SCHD3.3%—

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

IYG$108 − $37 = $71

KeptFee

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