SMDX vs SCHD

ASMDX

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.9%SMDX and SCHD

SMDX

SCHD

Intech S&P Small-Mid Cap Diversified Alpha ETF · $125MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

0.52%12-mo yield$52 · $296 on $10k2.96%

−8.7%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.8%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMDX · SCHD

0.8%EWBC0.4%

0.8%DINO0.4%

0.2%ORI0.2%

0.2%AFG0.3%

Held in common1.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk	0.35%	0.52%	+3.5%	+15.3%	+19.7%	new	new	−8.7%	$125M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk	0.35%	0.52%	+3.5%	+15.3%	+19.7%	new	new	−8.7%	$125M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMDX vs SCHD

SMDX

Intech S&P Small-Mid Cap Diversified Alpha

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSMDXSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.52%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y16.2%11.8%

4–0measures won
SCHD first

1.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SMDX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SMDXSCHDVIG

SMDX—1.9%2.4%

SCHD1.9%—14.5%

VIG2.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMDX$52 − $35 = $17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee