IYZ vs SCHD

AIYZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IYZ $12,958

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 common5.7%IYZ and SCHD

IYZ

SCHD

iShares U.S. Telecommunications ETF · $539MSchwab U.S. Dividend Equity ETF · $120B

+23.8%3 years · per year$18,995 · $17,266+20.0%

+5.3%5 years · per year$12,958 · $16,267+10.2%

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

1.81%12-mo yield$181 · $300 on $10k3.00%

−20.2%Worst dropSmaller wins−6.9%

22.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYZ · SCHD

12.3%VZ3.6%

4.2%CMCSA2.1%

Held in common5.7%

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%	$119.9B
2	AIYZ	iShares U.S. Telecommunications ETFRead Desk		0.37%	1.81%	+1.9%	+10.6%	+16.4%	+23.8%	+5.3%	−20.2%	$539M

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%	$119.9B
2	AIYZ	iShares U.S. Telecommunications ETFRead Desk		0.37%	1.81%	+1.9%	+10.6%	+16.4%	+23.8%	+5.3%	−20.2%	$539M

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

IYZ vs SCHD

IYZ

iShares U.S. Telecommunications

$12,958

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIYZSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.81%3.00%

5 years, per year+5.3%+10.2%

3 years, per year+23.8%+20.0%

Worst drop · 1Y−20.2%−6.9%

Volatility · 1Y22.5%11.7%

5–1measures won
SCHD first

5.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYZ, SCHD

Today

5.7%most shared, IYZ and SCHD

IYZSCHD

IYZ—5.7%

SCHD5.7%—

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

IYZ$181 − $37 = $144

KeptFee

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