SCHD vs PICK

ASCHD

BPICK

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · PICK $15,580

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.0%SCHD and PICK

SCHD

PICK

Schwab U.S. Dividend Equity ETF · $121BiShares MSCI Global Metals & Mining Producers ETF · $2.1B

+21.2%3 years · per year$17,784 · $15,982+16.9%

+10.3%5 years · per year$16,352 · $15,580+9.3%

0.06%Expense ratio$6 · $39 on $10k · lower wins0.39%

2.97%12-mo yield$297 · $242 on $10k2.42%

−6.9%Worst dropSmaller wins−20.2%

11.4%VolatilityLower wins31.8%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · PICK

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

Held in common0.0%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BPICK	iShares MSCI Global Metals & Mining Producers ETFRead Desk		0.39%	2.42%	−1.7%	+7.1%	+19.9%	+16.9%	+9.3%	−20.2%	$2.1B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BPICK	iShares MSCI Global Metals & Mining Producers ETFRead Desk		0.39%	2.42%	−1.7%	+7.1%	+19.9%	+16.9%	+9.3%	−20.2%	$2.1B

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

Cards for this view

SCHD vs PICK

SCHD

Schwab U.S. Dividend Equity

$16,352

PICK

iShares MSCI Global Metals & Mining Producers

$15,580

MeasureSCHDPICK

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield2.97%2.42%

5 years, per year+10.3%+9.3%

3 years, per year+21.2%+16.9%

Worst drop · 1Y−6.9%−20.2%

Volatility · 1Y11.4%31.8%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHD, PICK

Today

0.0%most shared, SCHD and PICK

SCHDPICK

SCHD—0.0%

PICK0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

PICK$242 − $39 = $203

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee