IYY vs SCHD

AIYY

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,816IYY · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.2%IYY and SCHD

IYY

SCHD

iShares Dow Jones U.S. ETF · $2.9BSchwab U.S. Dividend Equity ETF · $120B

+21.7%3 years · per year$18,038 · $17,118+19.6%

+11.0%5 years · per year$16,816 · $16,454+10.5%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.88%12-mo yield$88 · $296 on $10k2.96%

−8.9%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYY · SCHD

0.6%CVX4.0%

0.6%PG4.5%

0.5%KO4.3%

0.5%MRK3.8%

Held in common8.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.88%	+2.4%	+11.2%	+13.4%	+21.7%	+11.0%	−8.9%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.88%	+2.4%	+11.2%	+13.4%	+21.7%	+11.0%	−8.9%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYY vs SCHD

IYY

iShares Dow Jones U.S.

$16,816

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureIYYSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.88%2.96%

5 years, per year+11.0%+10.5%

3 years, per year+21.7%+19.6%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.8%11.8%

4–2measures won
SCHD first

8.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IYY, SCHD, VUG

Today

52.2%most shared, IYY and VUG

IYYSCHDVUG

IYY—8.2%52.2%

SCHD8.2%—0.8%

VUG52.2%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IYY$88 − $20 = $68

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee