SCHD vs STIP

ASCHD

BSTIP

Measures won2–4STIP wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · STIP $11,568

Lowest cost0.03%STIP · $3 on $10k

Most income4.61%STIP · $461 on $10k

Smallest drop−1.4%STIP · worst fall in 1Y

Held in common[…]SCHD and STIP

SCHD

STIP

Schwab U.S. Dividend Equity ETF · $123BiShares 0-5 Year TIPS Bond ETF · $16.8B

+20.3%3 years · per year$17,414 · $11,570+5.0%

+10.4%5 years · per year$16,375 · $11,568+3.0%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

2.98%12-mo yield$298 · $461 on $10k4.61%

−6.9%Worst dropSmaller wins−1.4%

11.7%VolatilityLower wins1.7%

2–4STIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · STIP

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BSTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.61%	+0.1%	+2.0%	+2.2%	+5.0%	+3.0%	−1.4%	$16.8B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BSTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.61%	+0.1%	+2.0%	+2.2%	+5.0%	+3.0%	−1.4%	$16.8B

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

Cards for this view

SCHD vs STIP

SCHD

Schwab U.S. Dividend Equity

$16,375

STIP

iShares 0-5 Year TIPS Bond

$11,568

MeasureSCHDSTIP

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield2.98%4.61%

5 years, per year+10.4%+3.0%

3 years, per year+20.3%+5.0%

Worst drop · 1Y−6.9%−1.4%

Volatility · 1Y11.7%1.7%

4–2measures won
STIP first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, STIP

Today

[…]holdings […]

SCHDSTIP

SCHD—[…]

STIP[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, STIP

STIP$461 − $3 = $458

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee