IYW vs SCHD

AIYW

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,539IYW · SCHD $16,267

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 common2.4%IYW and SCHD

IYW

SCHD

iShares U.S. Technology ETF · $22.2BSchwab U.S. Dividend Equity ETF · $120B

+33.0%3 years · per year$23,512 · $17,266+20.0%

+17.6%5 years · per year$22,539 · $16,267+10.2%

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

0.10%12-mo yield$10 · $300 on $10k3.00%

−16.8%Worst dropSmaller wins−6.9%

25.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYW · SCHD

1.4%TXN4.3%

0.9%QCOM3.6%

Held in common2.4%

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	AIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.2B
2	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

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	AIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.2B
2	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

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

IYW vs SCHD

IYW

iShares U.S. Technology

$22,539

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIYWSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield0.10%3.00%

5 years, per year+17.6%+10.2%

3 years, per year+33.0%+20.0%

Worst drop · 1Y−16.8%−6.9%

Volatility · 1Y25.0%11.7%

4–2measures won
SCHD first

2.4%

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: IYW, SCHD

Today

2.4%most shared, IYW and SCHD

IYWSCHD

IYW—2.4%

SCHD2.4%—

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

IYW$10 − $37 = −$27

KeptFee

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