SCHD vs MADE

ASCHD

BMADE

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWF $15,330

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.4%SCHD and MADE

SCHD

MADE

Schwab U.S. Dividend Equity ETF · $120BiShares U.S. Manufacturing ETF · $51M

+20.3%3 years · per year$17,414 · […][…]

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

2.98%12-mo yield$298 · $71 on $10k0.71%

−6.9%Worst dropSmaller wins−19.6%

11.7%VolatilityLower wins24.9%

4–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · MADE

2.8%LMT1.8%

1.2%F2.5%

0.4%SNA0.9%

Held in common3.4%

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

All Three

5Y3 funds

#
1	ASCHD	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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BMADE	iShares U.S. Manufacturing ETFRead Desk	0.40%	0.71%	−5.7%	+2.1%	+5.8%	new	new	−19.6%	$51M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BMADE	iShares U.S. Manufacturing ETFRead Desk	0.40%	0.71%	−5.7%	+2.1%	+5.8%	new	new	−19.6%	$51M

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

SCHD vs MADE

SCHD

Schwab U.S. Dividend Equity

$16,375

MADE

iShares U.S. Manufacturing

[…]

MeasureSCHDMADE

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield2.98%0.71%

5 years, per year+10.4%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−6.9%−19.6%

Volatility · 1Y11.7%24.9%

4–0measures won
SCHD first

3.4%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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: SCHD, MADE, IWF

Today

3.8%most shared, MADE and IWF

SCHDMADEIWF

SCHD—3.4%3.6%

MADE3.4%—3.8%

IWF3.6%3.8%—

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

MADE$71 − $40 = $31

IWF$39 − $18 = $21

KeptFee

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