IYK vs SCHD

AIYK

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IYK $14,419

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 common18.6%IYK and SCHD

IYK

SCHD

iShares U.S. Consumer Staples ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+11.4%3 years · per year$13,831 · $17,266+20.0%

+7.6%5 years · per year$14,419 · $16,267+10.2%

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

2.41%12-mo yield$241 · $300 on $10k3.00%

−10.7%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYK · SCHD

14.1%PG4.5%

13.4%KO4.3%

7.2%PEP4.0%

4.5%MO3.1%

Held in common18.6%

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	AIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.41%	−0.9%	+19.1%	+20.9%	+11.4%	+7.6%	−10.7%	$1.5B

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	AIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.41%	−0.9%	+19.1%	+20.9%	+11.4%	+7.6%	−10.7%	$1.5B

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

IYK vs SCHD

IYK

iShares U.S. Consumer Staples

$14,419

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIYKSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.41%3.00%

5 years, per year+7.6%+10.2%

3 years, per year+11.4%+20.0%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y14.8%11.7%

6–0measures won
SCHD first

18.6%

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: IYK, SCHD

Today

18.6%most shared, IYK and SCHD

IYKSCHD

IYK—18.6%

SCHD18.6%—

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

IYK$241 − $37 = $204

KeptFee

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