SCHM vs SCHD

ASCHM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · SCHM $14,059

Lowest cost0.03%SCHM · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common3.4%SCHM and SCHD

SCHM

SCHD

Schwab U.S. Mid-Cap ETF · $14.9BSchwab U.S. Dividend Equity ETF · $121B

+20.5%3 years · per year$17,507 · $17,784+21.2%

+7.1%5 years · per year$14,059 · $16,352+10.3%

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

1.26%12-mo yield$126 · $297 on $10k2.97%

−9.3%Worst dropSmaller wins−6.9%

16.4%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHM · SCHD

0.4%SNA0.4%

0.4%EWBC0.4%

0.4%DINO0.4%

0.3%APA0.4%

Held in common3.4%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.26%	+0.2%	+18.1%	+20.7%	+20.5%	+7.1%	−9.3%	$14.9B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.26%	+0.2%	+18.1%	+20.7%	+20.5%	+7.1%	−9.3%	$14.9B

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

Cards for this view

SCHM vs SCHD

SCHM

Schwab U.S. Mid-Cap

$14,059

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSCHMSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.26%2.97%

5 years, per year+7.1%+10.3%

3 years, per year+20.5%+21.2%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y16.4%11.4%

5–1measures won
SCHD first

3.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHM, SCHD

Today

3.4%most shared, SCHM and SCHD

SCHMSCHD

SCHM—3.4%

SCHD3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

SCHM$126 − $3 = $123

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee