SCHI vs SCHD

ASCHI

BSCHD

Measures won4–2SCHI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SCHI $10,510

Lowest cost0.03%SCHI · $3 on $10k

Most income5.22%SCHI · $522 on $10k

Smallest drop−5.0%SCHI · worst fall in 1Y

Held in common0.0%SCHI and SCHD

SCHI

SCHD

Schwab 5-10 Year Corporate Bond ETF · $11.2BSchwab U.S. Dividend Equity ETF · $120B

+6.9%3 years · per year$12,228 · $17,266+20.0%

+1.0%5 years · per year$10,510 · $16,267+10.2%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

5.22%12-mo yield$522 · $300 on $10k3.00%

−5.0%Worst dropSmaller wins−6.9%

4.5%VolatilityLower wins11.7%

4–2SCHI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHI · SCHD

0.5%GVMXX0.0%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ASCHI	Schwab 5-10 Year Corporate Bond ETFRead Desk		0.03%	5.22%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−5.0%	$11.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ASCHI	Schwab 5-10 Year Corporate Bond ETFRead Desk		0.03%	5.22%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−5.0%	$11.2B

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

SCHI vs SCHD

SCHI

Schwab 5-10 Year Corporate Bond

$10,510

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSCHISCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield5.22%3.00%

5 years, per year+1.0%+10.2%

3 years, per year+6.9%+20.0%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y4.5%11.7%

4–2measures won
SCHI first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHI, SCHD

Today

0.0%most shared, SCHI and SCHD

SCHISCHD

SCHI—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$519most kept, SCHI

SCHI$522 − $3 = $519

SCHD$300 − $6 = $294

KeptFee

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