SHV vs SCHD

ASHV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SHV $11,956

Lowest cost0.06%SCHD · $6 on $10k

Most income3.65%SHV · $365 on $10k

Smallest drop−0.0%SHV · worst fall in 1Y

Held in common[…]SHV and SCHD

SHV

SCHD

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3BSchwab U.S. Dividend Equity ETF · $123B

+4.4%3 years · per year$11,392 · $17,908+21.4%

+3.6%5 years · per year$11,956 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

3.65%12-mo yield$365 · $291 on $10k2.91%

−0.0%Worst dropSmaller wins−6.9%

0.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHV · SCHD

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

Held in common[…]

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	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.6%	+4.4%	+3.6%	−0.0%	$21.3B

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	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.6%	+4.4%	+3.6%	−0.0%	$21.3B

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

SHV vs SCHD

SHV

iShares Trust iShares 0-1 Year Treasury Bond

$11,956

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSHVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield3.65%2.91%

5 years, per year+3.6%+11.0%

3 years, per year+4.4%+21.4%

Worst drop · 1Y−0.0%−6.9%

Volatility · 1Y0.2%11.5%

3–3measures won
level

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: SHV, SCHD

Today

[…]holdings […]

SHVSCHD

SHV—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$350most kept, SHV

SHV$365 − $15 = $350

SCHD$291 − $6 = $285

KeptFee

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