SPTM vs SCHD

ASPTM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,251SPTM · SCHD $16,454

Lowest cost0.03%SPTM · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.3%SPTM and SCHD

SPTM

SCHD

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7BSchwab U.S. Dividend Equity ETF · $120B

+21.6%3 years · per year$17,985 · $17,118+19.6%

+11.5%5 years · per year$17,251 · $16,454+10.5%

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

1.07%12-mo yield$107 · $296 on $10k2.96%

−8.7%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · SCHD

0.6%CVX4.0%

0.6%PG4.5%

0.5%KO4.3%

0.5%MRK3.8%

Held in common8.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 9, 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

$17,251

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureSPTMSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.07%2.96%

5 years, per year+11.5%+10.5%

3 years, per year+21.6%+19.6%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y13.6%11.8%

3–3measures won
level

8.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPTM, SCHD, IWF

Today

52.8%most shared, SPTM and IWF

SPTMSCHDIWF

SPTM—8.3%52.8%

SCHD8.3%—3.7%

IWF52.8%3.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SPTM$107 − $3 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee