SPSM vs SCHD

ASPSM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SPSM $13,969

Lowest cost0.03%SPSM · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common1.2%SPSM and SCHD

SPSM

SCHD

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BSchwab U.S. Dividend Equity ETF · $123B

+19.4%3 years · per year$17,020 · $17,908+21.4%

+6.9%5 years · per year$13,969 · $16,881+11.0%

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

1.48%12-mo yield$148 · $291 on $10k2.91%

−9.6%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · SCHD

0.3%RHI0.1%

0.3%MC0.1%

0.2%CWEN0.1%

0.2%KFY0.1%

Held in common1.2%

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%	$122.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B

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%	$122.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B

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

SPSM vs SCHD

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,969

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPSMSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.48%2.91%

5 years, per year+6.9%+11.0%

3 years, per year+19.4%+21.4%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y15.8%11.5%

5–1measures won
SCHD first

1.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPSM, SCHD

Today

1.2%most shared, SPSM and SCHD

SPSMSCHD

SPSM—1.2%

SCHD1.2%—

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

SPSM$148 − $3 = $145

KeptFee

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