SPTM vs SCHD

ASPTM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,822SPTM · SCHD $16,881

Lowest cost0.03%SPTM · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.1%SPTM and SCHD

SPTM

SCHD

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BSchwab U.S. Dividend Equity ETF · $123B

+23.8%3 years · per year$18,972 · $17,908+21.4%

+12.3%5 years · per year$17,822 · $16,881+11.0%

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

1.06%12-mo yield$106 · $291 on $10k2.91%

−8.7%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · SCHD

0.6%CVX4.2%

0.5%PG4.3%

0.5%KO4.2%

0.5%UNH4.0%

Held in common8.1%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	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

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	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

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

SPTM vs SCHD

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPTMSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.06%2.91%

5 years, per year+12.3%+11.0%

3 years, per year+23.8%+21.4%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y12.8%11.5%

3–3measures won
level

8.1%

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: SPTM, SCHD

Today

8.1%most shared, SPTM and SCHD

SPTMSCHD

SPTM—8.1%

SCHD8.1%—

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

SPTM$106 − $3 = $103

KeptFee

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