SCHO vs SCHD

ASCHO

BSCHD

Measures won4–2SCHO wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SCHO $11,093

Lowest cost0.03%SCHO · $3 on $10k

Most income3.82%SCHO · $382 on $10k

Smallest drop−0.9%SCHO · worst fall in 1Y

Held in common0.0%SCHO and SCHD

SCHO

SCHD

Schwab Short-Term U.S. Treasury ETF · $15.6BSchwab U.S. Dividend Equity ETF · $123B

+4.3%3 years · per year$11,335 · $17,908+21.4%

+2.1%5 years · per year$11,093 · $16,881+11.0%

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

3.82%12-mo yield$382 · $291 on $10k2.91%

−0.9%Worst dropSmaller wins−6.9%

1.4%VolatilityLower wins11.5%

4–2SCHO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHO · SCHD

0.4%GVMXX0.0%

Held in common0.0%

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	BSCHD	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	ASCHO	Schwab Short-Term U.S. Treasury ETFRead Desk		0.03%	3.82%	+0.1%	+1.4%	+2.2%	+4.3%	+2.1%	−0.9%	$15.6B

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	BSCHD	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	ASCHO	Schwab Short-Term U.S. Treasury ETFRead Desk		0.03%	3.82%	+0.1%	+1.4%	+2.2%	+4.3%	+2.1%	−0.9%	$15.6B

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

SCHO vs SCHD

SCHO

Schwab Short-Term U.S. Treasury

$11,093

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSCHOSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield3.82%2.91%

5 years, per year+2.1%+11.0%

3 years, per year+4.3%+21.4%

Worst drop · 1Y−0.9%−6.9%

Volatility · 1Y1.4%11.5%

4–2measures won
SCHO first

0.0%

holdings shared

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: SCHO, SCHD

Today

0.0%most shared, SCHO and SCHD

SCHOSCHD

SCHO—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$379most kept, SCHO

SCHO$382 − $3 = $379

SCHD$291 − $6 = $285

KeptFee

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