SEIS vs SCHD

ASEIS

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.6%SEIS and SCHD

SEIS

SCHD

SEI Exchange Traded Funds - SEI Select Small Cap ETF · $634MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

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

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.33%12-mo yield$33 · $298 on $10k2.98%

−11.2%Worst dropSmaller wins−6.9%

18.9%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIS · SCHD

0.4%COLB0.2%

0.2%MUR0.1%

0.5%KFY0.1%

0.1%WSO0.3%

Held in common0.6%

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%	$122.9B
2	ASEIS	SEI Exchange Traded Funds - SEI Select Small Cap ETFRead Desk		0.55%	0.33%	−4.7%	+10.1%	+14.4%	new	new	−11.2%	$634M

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%	$122.9B
2	ASEIS	SEI Exchange Traded Funds - SEI Select Small Cap ETFRead Desk		0.55%	0.33%	−4.7%	+10.1%	+14.4%	new	new	−11.2%	$634M

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

SEIS vs SCHD

SEIS

SEI Exchange Traded Funds - SEI Select Small Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSEISSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.33%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−11.2%−6.9%

Volatility · 1Y18.9%11.7%

4–0measures won
SCHD first

0.6%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SEIS, SCHD

Today

0.6%most shared, SEIS and SCHD

SEISSCHD

SEIS—0.6%

SCHD0.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SEIS$33 − $55 = −$22

KeptFee

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