SDY vs SCHD

ASDY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SDY $15,403

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common22.6%SDY and SCHD

SDY

SCHD

State Street SPDR S&P Dividend ETF · $22.3BSchwab U.S. Dividend Equity ETF · $123B

+17.1%3 years · per year$16,071 · $17,908+21.4%

+9.0%5 years · per year$15,403 · $16,881+11.0%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

2.29%12-mo yield$229 · $291 on $10k2.91%

−7.7%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDY · SCHD

2.8%VZ3.5%

2.1%PEP3.8%

1.7%ACN3.7%

1.5%CVX4.2%

Held in common22.6%

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	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.29%	+2.4%	+20.8%	+24.5%	+17.1%	+9.0%	−7.7%	$22.3B

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	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.29%	+2.4%	+20.8%	+24.5%	+17.1%	+9.0%	−7.7%	$22.3B

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

SDY vs SCHD

SDY

SPDR S&P Dividend

$15,403

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSDYSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.29%2.91%

5 years, per year+9.0%+11.0%

3 years, per year+17.1%+21.4%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y11.4%11.5%

5–1measures won
SCHD first

22.6%

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: SDY, SCHD

Today

22.6%most shared, SDY and SCHD

SDYSCHD

SDY—22.6%

SCHD22.6%—

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

SDY$229 − $35 = $194

KeptFee

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