SCHD vs TIPE

ASCHD

BTIPE

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 common[…]SCHD and TIPE

SCHD

TIPE

Schwab U.S. Dividend Equity ETF · $123BNorthern Trust 2031 Inflation-Linked Distributing Ladder ETF · $2M

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

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

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

2.91%12-mo yield$291 · $58 on $10k0.58%

−6.9%Worst dropSmaller wins[…]

11.5%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · TIPE

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

Held in common[…]

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%	$122.9B
2	BTIPE	Northern Trust 2031 Inflation-Linked Distributing Ladder ETFRead Desk		0.10%	0.58%	−0.2%	new	new	new	new	[…]	$2M

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%	$122.9B
2	BTIPE	Northern Trust 2031 Inflation-Linked Distributing Ladder ETFRead Desk		0.10%	0.58%	−0.2%	new	new	new	new	[…]	$2M

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 TIPE

SCHD

Schwab U.S. Dividend Equity

$16,881

TIPE

Northern Trust 2031 Inflation-Linked Distributing Ladder

[…]

MeasureSCHDTIPE

Fee0.06%0.10%

Cost on $10k a year$6$10

Yield2.91%0.58%

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

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, TIPE

Today

[…]holdings […]

SCHDTIPE

SCHD—[…]

TIPE[…]—

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

TIPE$58 − $10 = $48

KeptFee

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