SCHD vs IJS

ASCHD

BIJS

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IJS $14,359

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common1.1%SCHD and IJS

SCHD

IJS

Schwab U.S. Dividend Equity ETF · $121BiShares S&P Small-Cap 600 Value ETF · $7.7B

+21.4%3 years · per year$17,908 · $17,153+19.7%

+11.0%5 years · per year$16,881 · $14,359+7.5%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

2.91%12-mo yield$291 · $137 on $10k1.37%

−6.9%Worst dropSmaller wins−9.3%

11.5%VolatilityLower wins15.9%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · IJS

0.1%RHI0.5%

0.1%MC0.2%

0.1%KFY0.4%

0.1%CVBF0.4%

Held in common1.1%

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B

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

SCHD vs IJS

SCHD

Schwab U.S. Dividend Equity

$16,881

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureSCHDIJS

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield2.91%1.37%

5 years, per year+11.0%+7.5%

3 years, per year+21.4%+19.7%

Worst drop · 1Y−6.9%−9.3%

Volatility · 1Y11.5%15.9%

6–0measures won
SCHD first

1.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, IJS

Today

1.1%most shared, SCHD and IJS

SCHDIJS

SCHD—1.1%

IJS1.1%—

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

IJS$137 − $18 = $119

KeptFee

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