SCHD vs SMLF

ASCHD

BSMLF

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SMLF $15,772

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 common2.7%SCHD and SMLF

SCHD

SMLF

Schwab U.S. Dividend Equity ETF · $120BiShares U.S. Small-Cap Equity Factor ETF · $4.1B

+20.0%3 years · per year$17,266 · $17,680+20.9%

+10.2%5 years · per year$16,267 · $15,772+9.5%

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

3.00%12-mo yield$300 · $102 on $10k1.02%

−6.9%Worst dropSmaller wins−8.7%

11.7%VolatilityLower wins17.3%

5–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SMLF

0.4%EWBC0.4%

0.4%APA0.4%

0.2%ORI0.3%

0.3%WSO0.2%

Held in common2.7%

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

All Three

5Y3 funds

#
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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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 SMLF

SCHD

Schwab U.S. Dividend Equity

$16,267

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureSCHDSMLF

Fee0.06%0.15%

Cost on $10k a year$6$15

Yield3.00%1.02%

5 years, per year+10.2%+9.5%

3 years, per year+20.0%+20.9%

Worst drop · 1Y−6.9%−8.7%

Volatility · 1Y11.7%17.3%

5–1measures won
SCHD first

2.7%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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

Overlap: SCHD, SMLF, IWF

Today

3.7%most shared, SCHD and IWF

SCHDSMLFIWF

SCHD—2.7%3.7%

SMLF2.7%—2.9%

IWF3.7%2.9%—

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

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

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