SCHD vs CPII

ASCHD

BCPII

Measures won2–3CPII wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income4.16%CPII · $416 on $10k

Smallest drop−2.2%CPII · worst fall in 1Y

Held in common[…]SCHD and CPII

SCHD

CPII

Schwab U.S. Dividend Equity ETF · $122BAmerican Beacon Ionic Inflation Protection ETF · $11M

+19.6%3 years · per year$17,123 · $11,002+3.2%

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

0.06%Expense ratio$6 · $70 on $10k · lower wins0.70%

2.96%12-mo yield$296 · $416 on $10k4.16%

−6.9%Worst dropSmaller wins−2.2%

11.8%VolatilityLower wins3.6%

2–3CPII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · CPII

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.3%	+3.5%	+3.1%	+3.2%	new	−2.2%	$11M

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.3%	+3.5%	+3.1%	+3.2%	new	−2.2%	$11M

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

SCHD vs CPII

SCHD

Schwab U.S. Dividend Equity

$16,459

CPII

American Beacon Ionic Inflation Protection

[…]

MeasureSCHDCPII

Fee0.06%0.70%

Cost on $10k a year$6$70

Yield2.96%4.16%

5 years, per year+10.5%[…]

3 years, per year+19.6%+3.2%

Worst drop · 1Y−6.9%−2.2%

Volatility · 1Y11.8%3.6%

3–2measures won
CPII first

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%

$122BAssets$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$61.4B

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: SCHD, CPII, IWF

Today

3.6%most shared, SCHD and IWF

SCHDCPIIIWF

SCHD—[…]3.6%

CPII[…]—[…]

IWF3.6%[…]—

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

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

KeptFee

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