SPDW vs SCHD

ASPDW

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · SPDW $15,389

Lowest cost0.03%SPDW · $3 on $10k

Most income3.08%SPDW · $308 on $10k

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

Held in common0.5%SPDW and SCHD

SPDW

SCHD

State Street SPDR Portfolio Developed World ex-US ETF · $41.1BSchwab U.S. Dividend Equity ETF · $121B

+22.3%3 years · per year$18,305 · $17,784+21.2%

+9.0%5 years · per year$15,389 · $16,352+10.3%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

3.08%12-mo yield$308 · $297 on $10k2.97%

−11.5%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPDW · SCHD

0.6%ALV0.2%

0.3%MC0.1%

0.1%MRK3.8%

0.0%ADM0.9%

Held in common0.5%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.08%	−0.4%	+12.5%	+16.8%	+22.3%	+9.0%	−11.5%	$41.1B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.08%	−0.4%	+12.5%	+16.8%	+22.3%	+9.0%	−11.5%	$41.1B

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

Cards for this view

SPDW vs SCHD

SPDW

SPDR Portfolio Developed World ex-US

$15,389

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSPDWSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield3.08%2.97%

5 years, per year+9.0%+10.3%

3 years, per year+22.3%+21.2%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y17.5%11.4%

3–3measures won
level

0.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SPDW, SCHD

Today

0.5%most shared, SPDW and SCHD

SPDWSCHD

SPDW—0.5%

SCHD0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$305most kept, SPDW

SPDW$308 − $3 = $305

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee