JSML vs SCHD

AJSML

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

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 common0.2%JSML and SCHD

JSML

SCHD

Janus Henderson Small Cap Growth Alpha ETF · $361MSchwab U.S. Dividend Equity ETF · $120B

+21.7%3 years · per year$18,027 · $17,266+20.0%

+5.5%5 years · per year$13,078 · $16,267+10.2%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

0.32%12-mo yield$32 · $300 on $10k3.00%

−14.8%Worst dropSmaller wins−6.9%

22.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJSML · SCHD

1.8%APAM0.1%

0.8%IPAR0.1%

0.8%WEN0.0%

Held in common0.2%

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%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$361M

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%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$361M

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

JSML vs SCHD

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJSMLSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield0.32%3.00%

5 years, per year+5.5%+10.2%

3 years, per year+21.7%+20.0%

Worst drop · 1Y−14.8%−6.9%

Volatility · 1Y22.5%11.7%

5–1measures won
SCHD first

0.2%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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: JSML, IWF, SCHD

Today

3.7%most shared, IWF and SCHD

JSMLIWFSCHD

JSML—0.0%0.2%

IWF0.0%—3.7%

SCHD0.2%3.7%—

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

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

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