SCHK vs SCHD

ASCHK

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,579SCHK · SCHD $16,267

Lowest cost0.03%SCHK · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common8.2%SCHK and SCHD

SCHK

SCHD

Schwab 1000 Index ETF · $5.5BSchwab U.S. Dividend Equity ETF · $120B

+21.7%3 years · per year$18,035 · $17,266+20.0%

+10.6%5 years · per year$16,579 · $16,267+10.2%

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

1.08%12-mo yield$108 · $300 on $10k3.00%

−8.9%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHK · SCHD

0.6%CVX4.0%

0.6%PG4.5%

0.5%KO4.3%

0.5%MRK3.8%

Held in common8.2%

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	ASCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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	ASCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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

SCHK vs SCHD

SCHK

Schwab 1000 Index

$16,579

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSCHKSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.08%3.00%

5 years, per year+10.6%+10.2%

3 years, per year+21.7%+20.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.8%11.7%

3–3measures won
level

8.2%

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: SCHK, SCHD

Today

8.2%most shared, SCHK and SCHD

SCHKSCHD

SCHK—8.2%

SCHD8.2%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SCHK$108 − $3 = $105

KeptFee

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