SMMD vs SCHD

ASMMD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SMMD $13,516

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.0%SMMD and SCHD

SMMD

SCHD

iShares Russell 2500 ETF · $4.2BSchwab U.S. Dividend Equity ETF · $123B

+19.8%3 years · per year$17,183 · $17,414+20.3%

+6.2%5 years · per year$13,516 · $16,375+10.4%

0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%

1.18%12-mo yield$118 · $298 on $10k2.98%

−9.7%Worst dropSmaller wins−6.9%

17.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · SCHD

0.3%SNA0.4%

0.3%EWBC0.4%

0.2%DINO0.4%

0.2%APA0.4%

Held in common3.0%

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

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

SMMD vs SCHD

SMMD

iShares Russell 2500

$13,516

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSMMDSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield1.18%2.98%

5 years, per year+6.2%+10.4%

3 years, per year+19.8%+20.3%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y17.0%11.7%

6–0measures won
SCHD first

3.0%

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: SMMD, SCHD

Today

3.0%most shared, SMMD and SCHD

SMMDSCHD

SMMD—3.0%

SCHD3.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMMD$118 − $23 = $95

KeptFee

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