SCHD vs SMIG

ASCHD

BSMIG

Measures won5–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SMIG $13,962

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.2%SCHD and SMIG

SCHD

SMIG

Schwab U.S. Dividend Equity ETF · $120BBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

+20.0%3 years · per year$17,266 · $15,141+14.8%

+10.2%5 years · per year$16,267 · $13,962+6.9%

0.06%Expense ratio$6 · $60 on $10k · lower wins0.60%

3.00%12-mo yield$300 · $170 on $10k1.70%

−6.9%Worst dropSmaller wins−8.5%

11.7%VolatilityLower wins11.7%

5–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SMIG

0.5%SNA4.4%

0.3%WSO1.9%

0.3%AFG2.5%

0.1%MSM2.9%

Held in common1.2%

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%	$119.9B
2	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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%	$119.9B
2	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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 SMIG

SCHD

Schwab U.S. Dividend Equity

$16,267

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,962

MeasureSCHDSMIG

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield3.00%1.70%

5 years, per year+10.2%+6.9%

3 years, per year+20.0%+14.8%

Worst drop · 1Y−6.9%−8.5%

Volatility · 1Y11.7%11.7%

5–0measures won
SCHD first

1.2%

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, SMIG

Today

1.2%most shared, SCHD and SMIG

SCHDSMIG

SCHD—1.2%

SMIG1.2%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMIG$170 − $60 = $110

KeptFee

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