SCHR vs SCHD

ASCHR

BSCHD

Measures won4–2SCHR wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SCHR $10,067

Lowest cost0.03%SCHR · $3 on $10k

Most income4.03%SCHR · $403 on $10k

Smallest drop−4.5%SCHR · worst fall in 1Y

Held in common0.0%SCHR and SCHD

SCHR

SCHD

Schwab Intermediate-Term U.S. Treasury ETF · $13.6BSchwab U.S. Dividend Equity ETF · $121B

+4.5%3 years · per year$11,422 · $17,908+21.4%

+0.1%5 years · per year$10,067 · $16,881+11.0%

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

4.03%12-mo yield$403 · $291 on $10k2.91%

−4.5%Worst dropSmaller wins−6.9%

3.6%VolatilityLower wins11.5%

4–2SCHR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHR · 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%	$121.5B
2	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.03%	+0.3%	−0.7%	−0.1%	+4.5%	+0.1%	−4.5%	$13.6B

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%	$121.5B
2	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.03%	+0.3%	−0.7%	−0.1%	+4.5%	+0.1%	−4.5%	$13.6B

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

SCHR vs SCHD

SCHR

Schwab Intermediate-Term U.S. Treasury

$10,067

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSCHRSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield4.03%2.91%

5 years, per year+0.1%+11.0%

3 years, per year+4.5%+21.4%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y3.6%11.5%

4–2measures won
SCHR 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHR, SCHD

Today

0.0%most shared, SCHR and SCHD

SCHRSCHD

SCHR—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

$400most kept, SCHR

SCHR$403 − $3 = $400

SCHD$291 − $6 = $285

KeptFee

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