SCZ vs SCHD

ASCZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SCZ $12,891

Lowest cost0.06%SCHD · $6 on $10k

Most income3.17%SCZ · $317 on $10k

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

Held in common0.0%SCZ and SCHD

SCZ

SCHD

iShares MSCI EAFE Small-Cap ETF · $12.7BSchwab U.S. Dividend Equity ETF · $121B

+20.2%3 years · per year$17,385 · $17,908+21.4%

+5.2%5 years · per year$12,891 · $16,881+11.0%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

3.17%12-mo yield$317 · $291 on $10k2.91%

−11.4%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · SCHD

They share no top holdings, or holdings aren’t on file […]

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	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.7B

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	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.7B

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

SCZ vs SCHD

SCZ

iShares MSCI EAFE Small-Cap

$12,891

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSCZSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield3.17%2.91%

5 years, per year+5.2%+11.0%

3 years, per year+20.2%+21.4%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y15.3%11.5%

5–1measures won
SCHD 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: SCZ, SCHD

Today

0.0%most shared, SCZ and SCHD

SCZSCHD

SCZ—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

$285most kept, SCHD

SCHD$291 − $6 = $285

SCZ$317 − $40 = $277

KeptFee

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