SCHB vs SCHD

ASCHB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common7.9%SCHB and SCHD

SCHB

SCHD

Schwab U.S. Broad Market ETF · $42.9BSchwab U.S. Dividend Equity ETF · $120B

+21.9%3 years · per year$18,100 · $17,414+20.3%

+10.3%5 years · per year$16,348 · $16,375+10.4%

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

1.09%12-mo yield$109 · $298 on $10k2.98%

−8.9%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · SCHD

0.6%CVX3.9%

0.5%PG4.4%

0.5%MRK3.8%

0.5%KO4.2%

Held in common7.9%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHB vs SCHD

SCHB

Schwab U.S. Broad Market

$16,348

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSCHBSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.09%2.98%

5 years, per year+10.3%+10.4%

3 years, per year+21.9%+20.3%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.8%11.7%

4–2measures won
SCHD first

7.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHB, SCHD

Today

7.9%most shared, SCHB and SCHD

SCHBSCHD

SCHB—7.9%

SCHD7.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee