SCHA vs SPY

ASCHA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SCHA $14,025

Lowest cost0.03%SCHA · $3 on $10k

Most income1.10%SCHA · $110 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%SCHA and SPY

SCHA

SPY

Schwab U.S. Small-Cap ETF · $22.4BState Street SPDR S&P 500 ETF · $805B

+22.2%3 years · per year$18,236 · $19,132+24.1%

+7.0%5 years · per year$14,025 · $18,060+12.6%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.10%12-mo yield$110 · $99 on $10k0.99%

−11.2%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · SPY

0.2%AOS0.0%

0.1%MOS0.0%

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

SCHA

Schwab U.S. Small-Cap

$14,025

SPY

SPDR S&P 500

$18,060

MeasureSCHASPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.10%0.99%

5 years, per year+7.0%+12.6%

3 years, per year+22.2%+24.1%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y18.6%12.9%

4–2measures won
SPY first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SCHA, SPY

Today

0.0%most shared, SCHA and SPY

SCHASPY

SCHA—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

SPY$99 − $9 = $90

KeptFee

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