SMBS vs SCHD

ASMBS

BSCHD

Measures won4–0SMBS wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.03%SMBS · $3 on $10k

Most income5.28%SMBS · $528 on $10k

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common0.0%SMBS and SCHD

SMBS

SCHD

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4BSchwab U.S. Dividend Equity ETF · $123B

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

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

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

5.28%12-mo yield$528 · $298 on $10k2.98%

−5.2%Worst dropSmaller wins−6.9%

4.7%VolatilityLower wins11.7%

4–0SMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMBS · SCHD

0.4%GVMXX0.0%

Held in common0.0%

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	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B

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	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B

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

SMBS vs SCHD

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSMBSSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield5.28%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−5.2%−6.9%

Volatility · 1Y4.7%11.7%

4–0measures won
SMBS first

0.0%

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: SMBS, SCHD

Today

0.0%most shared, SMBS and SCHD

SMBSSCHD

SMBS—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$525most kept, SMBS

SMBS$528 − $3 = $525

SCHD$298 − $6 = $292

KeptFee

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