SMIG vs SCHD

ASMIG

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,242CIBR · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.2%SMIG and SCHD

SMIG

SCHD

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+14.8%3 years · per year$15,141 · $17,266+20.0%

+6.9%5 years · per year$13,962 · $16,267+10.2%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.70%12-mo yield$170 · $300 on $10k3.00%

−8.5%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMIG · SCHD

4.4%SNA0.5%

1.9%WSO0.3%

2.5%AFG0.3%

2.9%MSM0.1%

Held in common1.2%

End-of-day Nov 6, 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMIG vs SCHD

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,962

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSMIGSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.70%3.00%

5 years, per year+6.9%+10.2%

3 years, per year+14.8%+20.0%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y11.7%11.7%

5–0measures won
SCHD first

1.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMIG, SCHD, CIBR

Today

3.3%most shared, SCHD and CIBR

SMIGSCHDCIBR

SMIG—1.2%0.4%

SCHD1.2%—3.3%

CIBR0.4%3.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMIG$170 − $60 = $110

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee