MSML vs SCHD

AMSML

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.04%MSML · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.2%MSML and SCHD

MSML

SCHD

iShares MSCI USA Small-Cap ETF · $281MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.32%12-mo yield$132 · $291 on $10k2.91%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.5%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSML · SCHD

0.3%APA0.4%

0.3%EWBC0.4%

0.3%DINO0.4%

0.2%BAH0.2%

Held in common3.2%

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	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$281M

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	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$281M

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

MSML vs SCHD

MSML

iShares MSCI USA Small-Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMSMLSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.32%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.5%

1–1measures won
level

3.2%

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: MSML, SCHD

Today

3.2%most shared, MSML and SCHD

MSMLSCHD

MSML—3.2%

SCHD3.2%—

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

MSML$132 − $4 = $128

KeptFee

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