SLYV vs SCHD

ASLYV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SLYV $14,413

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 common1.1%SLYV and SCHD

SLYV

SCHD

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BSchwab U.S. Dividend Equity ETF · $121B

+19.8%3 years · per year$17,172 · $17,908+21.4%

+7.6%5 years · per year$14,413 · $16,881+11.0%

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

1.90%12-mo yield$190 · $291 on $10k2.91%

−9.4%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLYV · SCHD

0.5%RHI0.1%

0.2%MC0.1%

0.4%KFY0.1%

0.4%CVBF0.1%

Held in common1.1%

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%	$121.5B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B

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%	$121.5B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B

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

SLYV vs SCHD

SLYV

SPDR S&P 600 Small Cap Value

$14,413

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSLYVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.90%2.91%

5 years, per year+7.6%+11.0%

3 years, per year+19.8%+21.4%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.8%11.5%

6–0measures won
SCHD first

1.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SLYV, SCHD

Today

1.1%most shared, SLYV and SCHD

SLYVSCHD

SLYV—1.1%

SCHD1.1%—

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

SLYV$190 − $15 = $175

KeptFee

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