SIFI vs SCHD

ASIFI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SIFI $11,277

Lowest cost0.06%SCHD · $6 on $10k

Most income6.57%SIFI · $657 on $10k

Smallest drop−2.9%SIFI · worst fall in 1Y

Held in common[…]SIFI and SCHD

SIFI

SCHD

Harbor Ares Systematic Multi-Sector Income ETF · $23MSchwab U.S. Dividend Equity ETF · $123B

+7.3%3 years · per year$12,356 · $17,414+20.3%

+2.4%5 years · per year$11,277 · $16,375+10.4%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

6.57%12-mo yield$657 · $298 on $10k2.98%

−2.9%Worst dropSmaller wins−6.9%

3.4%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIFI · 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%	$122.9B
2	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk		0.50%	6.57%	−0.2%	+0.9%	+2.3%	+7.3%	+2.4%	−2.9%	$23M

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	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk		0.50%	6.57%	−0.2%	+0.9%	+2.3%	+7.3%	+2.4%	−2.9%	$23M

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

SIFI vs SCHD

SIFI

Harbor Ares Systematic Multi-Sector Income

$11,277

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSIFISCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield6.57%2.98%

5 years, per year+2.4%+10.4%

3 years, per year+7.3%+20.3%

Worst drop · 1Y−2.9%−6.9%

Volatility · 1Y3.4%11.7%

3–3measures won
level

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: SIFI, SCHD

Today

[…]holdings […]

SIFISCHD

SIFI—[…]

SCHD[…]—

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

Income After Fees on $10,000

$607most kept, SIFI

SIFI$657 − $50 = $607

SCHD$298 − $6 = $292

KeptFee

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