JHSC vs SCHD

AJHSC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · JHSC $14,335

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common1.8%JHSC and SCHD

JHSC

SCHD

John Hancock Investments - Multifactor Small Cap ETF · $702MSchwab U.S. Dividend Equity ETF · $123B

+18.5%3 years · per year$16,641 · $17,908+21.4%

+7.5%5 years · per year$14,335 · $16,881+11.0%

0.42%Expense ratio$42 · $6 on $10k · lower wins0.06%

1.01%12-mo yield$101 · $291 on $10k2.91%

−9.6%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHSC · SCHD

0.4%COLB0.2%

0.3%M0.1%

0.2%MSM0.1%

0.3%MTN0.1%

Held in common1.8%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$702M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$702M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JHSC vs SCHD

JHSC

John Hancock Investments - Multifactor Small Cap

$14,335

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureJHSCSCHD

Fee0.42%0.06%

Cost on $10k a year$42$6

Yield1.01%2.91%

5 years, per year+7.5%+11.0%

3 years, per year+18.5%+21.4%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.8%11.5%

6–0measures won
SCHD first

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JHSC, SCHD

Today

1.8%most shared, JHSC and SCHD

JHSCSCHD

JHSC—1.8%

SCHD1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

JHSC$101 − $42 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee