SCHD vs INFO

ASCHD

BINFO

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

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 common4.5%SCHD and INFO

SCHD

INFO

Schwab U.S. Dividend Equity ETF · $123BHarbor PanAgora Dynamic Large Cap Core ETF · $958M

+21.4%3 years · per year$17,908 · […][…]

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.91%12-mo yield$291 · $31 on $10k0.31%

−6.9%Worst dropSmaller wins−9.2%

11.5%VolatilityLower wins13.4%

4–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · INFO

4.2%CVX1.1%

1.9%EOG1.0%

3.0%MO0.9%

4.0%UNH0.7%

Held in common4.5%

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%	$122.9B
2	BINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk		0.35%	0.31%	+1.4%	+14.3%	+14.7%	new	new	−9.2%	$958M

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%	$122.9B
2	BINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk		0.35%	0.31%	+1.4%	+14.3%	+14.7%	new	new	−9.2%	$958M

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 INFO

SCHD

Schwab U.S. Dividend Equity

$16,881

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

MeasureSCHDINFO

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.91%0.31%

5 years, per year+11.0%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−6.9%−9.2%

Volatility · 1Y11.5%13.4%

4–0measures won
SCHD first

4.5%

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%

$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

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

Overlap: SCHD, INFO

Today

4.5%most shared, SCHD and INFO

SCHDINFO

SCHD—4.5%

INFO4.5%—

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

INFO$31 − $35 = −$4

KeptFee

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