SCHA vs SCHD

ASCHA

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SCHA $14,025

Lowest cost0.03%SCHA · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.6%SCHA and SCHD

SCHA

SCHD

Schwab U.S. Small-Cap ETF · $22.4BSchwab U.S. Dividend Equity ETF · $123B

+22.2%3 years · per year$18,236 · $17,908+21.4%

+7.0%5 years · per year$14,025 · $16,881+11.0%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.10%12-mo yield$110 · $291 on $10k2.91%

−11.2%Worst dropSmaller wins−6.9%

18.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · SCHD

0.2%COLB0.2%

0.2%M0.1%

0.1%MTN0.1%

0.1%MUR0.1%

Held in common2.6%

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B

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

SCHA vs SCHD

SCHA

Schwab U.S. Small-Cap

$14,025

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSCHASCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.10%2.91%

5 years, per year+7.0%+11.0%

3 years, per year+22.2%+21.4%

Worst drop · 1Y−11.2%−6.9%

Volatility · 1Y18.6%11.5%

4–2measures won
SCHD first

2.6%

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: SCHA, SCHD

Today

2.6%most shared, SCHA and SCHD

SCHASCHD

SCHA—2.6%

SCHD2.6%—

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

SCHA$110 − $3 = $107

KeptFee

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