SDSI vs SCHD

ASDSI

BSCHD

Measures won3–2SDSI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.79%SDSI · $479 on $10k

Smallest drop−1.2%SDSI · worst fall in 1Y

Held in common[…]SDSI and SCHD

SDSI

SCHD

American Century Short Duration Strategic Income ETF · $345MSchwab U.S. Dividend Equity ETF · $120B

+5.6%3 years · per year$11,791 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%

4.79%12-mo yield$479 · $298 on $10k2.98%

−1.2%Worst dropSmaller wins−6.9%

1.7%VolatilityLower wins11.7%

3–2SDSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDSI · SCHD

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASDSI	American Century Short Duration Strategic Income ETFRead Desk		0.32%	4.79%	−0.4%	+1.7%	+2.8%	+5.6%	new	−1.2%	$345M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASDSI	American Century Short Duration Strategic Income ETFRead Desk		0.32%	4.79%	−0.4%	+1.7%	+2.8%	+5.6%	new	−1.2%	$345M

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

Cards for this view

SDSI vs SCHD

SDSI

American Century Short Duration Strategic Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSDSISCHD

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield4.79%2.98%

5 years, per year[…]+10.4%

3 years, per year+5.6%+20.3%

Worst drop · 1Y−1.2%−6.9%

Volatility · 1Y1.7%11.7%

3–2measures won
SDSI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDSI, SCHD

Today

[…]holdings […]

SDSISCHD

SDSI—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$447most kept, SDSI

SDSI$479 − $32 = $447

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee