SCHD vs DIAL

ASCHD

BDIAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DIAL $10,198

Lowest cost0.06%SCHD · $6 on $10k

Most income5.29%DIAL · $529 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]SCHD and DIAL

SCHD

DIAL

Schwab U.S. Dividend Equity ETF · $120BColumbia Diversified Fixed Income Allocation ETF · $421M

+20.0%3 years · per year$17,266 · $12,160+6.7%

+10.2%5 years · per year$16,267 · $10,198+0.4%

0.06%Expense ratio$6 · $29 on $10k · lower wins0.29%

3.00%12-mo yield$300 · $529 on $10k5.29%

−6.9%Worst dropSmaller wins−4.7%

11.7%VolatilityLower wins4.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · DIAL

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

Held in common[…]

End-of-day Nov 6, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BDIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.29%	−0.2%	−0.5%	+0.6%	+6.7%	+0.4%	−4.7%	$421M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BDIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.29%	−0.2%	−0.5%	+0.6%	+6.7%	+0.4%	−4.7%	$421M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs DIAL

SCHD

Schwab U.S. Dividend Equity

$16,267

DIAL

Columbia Diversified Fixed Income Allocation

$10,198

MeasureSCHDDIAL

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield3.00%5.29%

5 years, per year+10.2%+0.4%

3 years, per year+20.0%+6.7%

Worst drop · 1Y−6.9%−4.7%

Volatility · 1Y11.7%4.6%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, DIAL

Today

[…]holdings […]

SCHDDIAL

SCHD—[…]

DIAL[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$500most kept, DIAL

DIAL$529 − $29 = $500

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee