SCHD vs SIO

ASCHD

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.00%SIO · $700 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common0.1%SCHD and SIO

SCHD

SIO

Schwab U.S. Dividend Equity ETF · $120BTouchstone Strategic Income ETF · $306M

+20.0%3 years · per year$17,266 · $12,483+7.7%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $82 on $10k · lower wins0.82%

3.00%12-mo yield$300 · $700 on $10k7.00%

−6.9%Worst dropSmaller wins−3.6%

11.7%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SIO

4.3%TXN0.1%

Held in common0.1%

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%	$120.5B
2	BSIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

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%	$120.5B
2	BSIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

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 SIO

SCHD

Schwab U.S. Dividend Equity

$16,267

SIO

Touchstone Strategic Income

[…]

MeasureSCHDSIO

Fee0.06%0.82%

Cost on $10k a year$6$82

Yield3.00%7.00%

5 years, per year+10.2%[…]

3 years, per year+20.0%+7.7%

Worst drop · 1Y−6.9%−3.6%

Volatility · 1Y11.7%4.0%

3–2measures won
SIO first

0.1%

holdings shared

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, SIO

Today

0.1%most shared, SCHD and SIO

SCHDSIO

SCHD—0.1%

SIO0.1%—

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

SCHD$300 − $6 = $294

KeptFee

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