SCHD vs SPY

ASCHD

BSPY

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.6%SCHD and SPY

SCHD

SPY

Schwab U.S. Dividend Equity ETF · $120BState Street SPDR S&P 500 ETF · $778B

+19.6%3 years · per year$17,123 · $18,118+21.9%

+10.5%5 years · per year$16,459 · $17,493+11.8%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

2.96%12-mo yield$296 · $101 on $10k1.01%

−6.9%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.7%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SPY

4.0%CVX0.7%

4.4%PG0.6%

4.3%KO0.6%

3.8%MRK0.6%

Held in common8.6%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SPY

SCHD

Schwab U.S. Dividend Equity

$16,459

SPY

SPDR S&P 500

$17,493

MeasureSCHDSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield2.96%1.01%

5 years, per year+10.5%+11.8%

3 years, per year+19.6%+21.9%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.8%13.7%

4–2measures won
SCHD first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHD, SPY

Today

8.6%most shared, SCHD and SPY

SCHDSPY

SCHD—8.6%

SPY8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee