MSML vs SCHD

AMSML

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.04%MSML · $4 on $10k

Most income2.96%SCHD · $296 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 · $272MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

1.32%12-mo yield$132 · $296 on $10k2.96%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSML · SCHD

0.3%EWBC0.4%

0.2%APA0.4%

0.2%DINO0.4%

0.2%AFG0.3%

Held in common3.2%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.32%	+3.5%	new	new	new	new	[…]	$272M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.32%	+3.5%	new	new	new	new	[…]	$272M

End-of-day Nov 9, 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

$16,459

MeasureMSMLSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.32%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

1–1measures won
level

3.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MSML, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

MSMLSCHDIWF

MSML—3.2%2.0%

SCHD3.2%—3.6%

IWF2.0%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MSML$132 − $4 = $128

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee