SMLF vs SCHD

ASMLF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SMLF $16,794

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 common2.7%SMLF and SCHD

SMLF

SCHD

iShares U.S. Small-Cap Equity Factor ETF · $4.2BSchwab U.S. Dividend Equity ETF · $121B

+23.1%3 years · per year$18,634 · $17,908+21.4%

+10.9%5 years · per year$16,794 · $16,881+11.0%

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

0.98%12-mo yield$98 · $291 on $10k2.91%

−8.7%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · SCHD

0.4%EWBC0.4%

0.4%APA0.4%

0.2%ORI0.2%

0.2%WSO0.3%

Held in common2.7%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.2B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.2B

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

SMLF vs SCHD

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSMLFSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.98%2.91%

5 years, per year+10.9%+11.0%

3 years, per year+23.1%+21.4%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y16.9%11.5%

5–1measures won
SCHD first

2.7%

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: SMLF, SCHD

Today

2.7%most shared, SMLF and SCHD

SMLFSCHD

SMLF—2.7%

SCHD2.7%—

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

SMLF$98 − $15 = $83

KeptFee

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