SPTI vs SCHD

ASPTI

BSCHD

Measures won4–2SPTI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SPTI $10,105

Lowest cost0.03%SPTI · $3 on $10k

Most income3.96%SPTI · $396 on $10k

Smallest drop−4.5%SPTI · worst fall in 1Y

Held in common[…]SPTI and SCHD

SPTI

SCHD

State Street SPDR Portfolio Intermediate Term Treasury ETF · $12.2BSchwab U.S. Dividend Equity ETF · $120B

+4.4%3 years · per year$11,380 · $17,266+20.0%

+0.2%5 years · per year$10,105 · $16,267+10.2%

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

3.96%12-mo yield$396 · $300 on $10k3.00%

−4.5%Worst dropSmaller wins−6.9%

3.5%VolatilityLower wins11.7%

4–2SPTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTI · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASPTI	State Street SPDR Portfolio Intermediate Term Treasury ETFRead Desk		0.03%	3.96%	−0.2%	−0.5%	+0.4%	+4.4%	+0.2%	−4.5%	$12.2B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASPTI	State Street SPDR Portfolio Intermediate Term Treasury ETFRead Desk		0.03%	3.96%	−0.2%	−0.5%	+0.4%	+4.4%	+0.2%	−4.5%	$12.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPTI vs SCHD

SPTI

SPDR Portfolio Intermediate Term Treasury

$10,106

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPTISCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield3.96%3.00%

5 years, per year+0.2%+10.2%

3 years, per year+4.4%+20.0%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y3.5%11.7%

4–2measures won
SPTI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPTI, SCHD

Today

[…]holdings […]

SPTISCHD

SPTI—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$393most kept, SPTI

SPTI$396 − $3 = $393

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee