SPDG vs SCHD

ASPDG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.05%SPDG · $5 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common31.1%SPDG and SCHD

SPDG

SCHD

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · $14MSchwab U.S. Dividend Equity ETF · $120B

+21.3%3 years · per year$17,828 · $17,414+20.3%

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

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

2.71%12-mo yield$271 · $298 on $10k2.98%

−8.3%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDG · SCHD

5.3%TXN4.7%

3.6%QCOM3.9%

6.4%VZ3.5%

3.5%HD4.3%

Held in common31.1%

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%	$120.5B
2	ASPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETFRead Desk		0.05%	2.71%	−3.8%	+15.4%	+20.3%	+21.3%	new	−8.3%	$14M

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%	$120.5B
2	ASPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETFRead Desk		0.05%	2.71%	−3.8%	+15.4%	+20.3%	+21.3%	new	−8.3%	$14M

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

SPDG vs SCHD

SPDG

SPDR Portfolio S&P Sector Neutral Dividend

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSPDGSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield2.71%2.98%

5 years, per year[…]+10.4%

3 years, per year+21.3%+20.3%

Worst drop · 1Y−8.3%−6.9%

Volatility · 1Y13.2%11.7%

3–2measures won
SCHD first

31.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPDG, SCHD

Today

31.1%most shared, SPDG and SCHD

SPDGSCHD

SPDG—31.1%

SCHD31.1%—

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

SPDG$271 − $5 = $266

KeptFee

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