JIRE vs SCHD

AJIRE

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%JIRE and SCHD

JIRE

SCHD

JPMorgan International Research Enhanced Equity ETF · $11.2BSchwab U.S. Dividend Equity ETF · $120B

+17.9%3 years · per year$16,369 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

2.79%12-mo yield$279 · $300 on $10k3.00%

−11.8%Worst dropSmaller wins−6.9%

16.6%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJIRE · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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%	$120.5B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	AJIRE	JPMorgan International Research Enhanced Equity ETFRead Desk	0.29%	2.79%	−0.7%	+7.4%	+11.5%	+17.9%	new	−11.8%	$11.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$120.5B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	AJIRE	JPMorgan International Research Enhanced Equity ETFRead Desk	0.29%	2.79%	−0.7%	+7.4%	+11.5%	+17.9%	new	−11.8%	$11.2B

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

JIRE vs SCHD

JIRE

JPMorgan International Research Enhanced Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJIRESCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield2.79%3.00%

5 years, per year[…]+10.2%

3 years, per year+17.9%+20.0%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y16.6%11.7%

5–0measures won
SCHD first

0.0%

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS 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

Overlap: JIRE, SCHD, VXUS

Today

29.8%most shared, JIRE and VXUS

JIRESCHDVXUS

JIRE—0.0%29.8%

SCHD0.0%—0.0%

VXUS29.8%0.0%—

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

JIRE$279 − $29 = $250

VXUS$245 − $5 = $240

KeptFee

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