IYLD vs SCHD

AIYLD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · IYLD $11,586

Lowest cost0.06%SCHD · $6 on $10k

Most income5.14%IYLD · $514 on $10k

Smallest drop−4.7%IYLD · worst fall in 1Y

Held in common0.1%IYLD and SCHD

IYLD

SCHD

iShares Morningstar Multi-Asset Income ETF · $128MSchwab U.S. Dividend Equity ETF · $121B

+10.8%3 years · per year$13,605 · $17,784+21.2%

+3.0%5 years · per year$11,586 · $16,352+10.3%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

5.14%12-mo yield$514 · $297 on $10k2.97%

−4.7%Worst dropSmaller wins−6.9%

5.9%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · SCHD

0.1%ARES0.7%

Held in common0.1%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	5.14%	−0.6%	+4.2%	+6.4%	+10.8%	+3.0%	−4.7%	$128M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	5.14%	−0.6%	+4.2%	+6.4%	+10.8%	+3.0%	−4.7%	$128M

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

Cards for this view

IYLD vs SCHD

IYLD

iShares Morningstar Multi-Asset Income

$11,586

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIYLDSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield5.14%2.97%

5 years, per year+3.0%+10.3%

3 years, per year+10.8%+21.2%

Worst drop · 1Y−4.7%−6.9%

Volatility · 1Y5.9%11.4%

3–3measures won
level

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IYLD, SCHD

Today

0.1%most shared, IYLD and SCHD

IYLDSCHD

IYLD—0.1%

SCHD0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$464most kept, IYLD

IYLD$514 − $50 = $464

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee