SIO vs SCHD

ASIO

BSCHD

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.02%SIO · $702 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common0.1%SIO and SCHD

SIO

SCHD

Touchstone Strategic Income ETF · $287MSchwab U.S. Dividend Equity ETF · $121B

+7.8%3 years · per year$12,530 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.82%Expense ratio$82 · $6 on $10k · lower wins0.06%

7.02%12-mo yield$702 · $297 on $10k2.97%

−3.6%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.4%

3–2SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIO · SCHD

0.1%TXN4.6%

Held in common0.1%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.02%	−0.1%	+0.1%	+0.9%	+7.8%	new	−3.6%	$287M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.02%	−0.1%	+0.1%	+0.9%	+7.8%	new	−3.6%	$287M

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

Cards for this view

SIO vs SCHD

SIO

Touchstone Strategic Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSIOSCHD

Fee0.82%0.06%

Cost on $10k a year$82$6

Yield7.02%2.97%

5 years, per year[…]+10.3%

3 years, per year+7.8%+21.2%

Worst drop · 1Y−3.6%−6.9%

Volatility · 1Y4.0%11.4%

3–2measures won
SIO first

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SIO, SCHD

Today

0.1%most shared, SIO and SCHD

SIOSCHD

SIO—0.1%

SCHD0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$620most kept, SIO

SIO$702 − $82 = $620

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee