SCHD vs SQLT

ASCHD

BSQLT

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.7%SCHD and SQLT

SCHD

SQLT

Schwab U.S. Dividend Equity ETF · $121BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+21.4%3 years · per year$17,908 · […][…]

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $20 on $10k · lower wins0.20%

2.91%12-mo yield$291 · $48 on $10k0.48%

−6.9%Worst dropSmaller wins[…]

11.5%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SQLT

0.4%EWBC0.8%

0.4%APA0.6%

0.2%AFG0.5%

0.2%ORI0.4%

Held in common2.7%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SQLT

SCHD

Schwab U.S. Dividend Equity

$16,881

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureSCHDSQLT

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield2.91%0.48%

5 years, per year+11.0%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.5%[…]

2–0measures won
SCHD first

2.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, SQLT

Today

2.7%most shared, SCHD and SQLT

SCHDSQLT

SCHD—2.7%

SQLT2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee