SPMD vs SCHD

ASPMD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SPMD $13,831

Lowest cost0.03%SPMD · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.5%SPMD and SCHD

SPMD

SCHD

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $18.9BSchwab U.S. Dividend Equity ETF · $123B

+16.5%3 years · per year$15,806 · $17,414+20.3%

+6.7%5 years · per year$13,831 · $16,375+10.4%

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

1.34%12-mo yield$134 · $298 on $10k2.98%

−8.9%Worst dropSmaller wins−6.9%

15.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · SCHD

0.5%EWBC0.4%

0.5%DINO0.4%

0.3%WSO0.3%

0.3%FNF0.3%

Held in common3.5%

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	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.34%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.9%	$18.9B

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	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.34%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.9%	$18.9B

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

SPMD vs SCHD

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,831

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSPMDSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.34%2.98%

5 years, per year+6.7%+10.4%

3 years, per year+16.5%+20.3%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y15.6%11.7%

5–1measures won
SCHD first

3.5%

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: SPMD, SCHD

Today

3.5%most shared, SPMD and SCHD

SPMDSCHD

SPMD—3.5%

SCHD3.5%—

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

SPMD$134 − $3 = $131

KeptFee

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