SPTM vs SCHD

ASPTM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,906SPTM · SCHD $16,267

Lowest cost0.03%SPTM · $3 on $10k

Most income3.00%SCHD · $300 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 · $14.2BSchwab U.S. Dividend Equity ETF · $120B

+21.4%3 years · per year$17,907 · $17,266+20.0%

+11.1%5 years · per year$16,906 · $16,267+10.2%

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

1.10%12-mo yield$110 · $300 on $10k3.00%

−8.7%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins11.7%

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 6, 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%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$14.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$14.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

SPTM vs SCHD

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$16,906

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPTMSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.10%3.00%

5 years, per year+11.1%+10.2%

3 years, per year+21.4%+20.0%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y13.5%11.7%

3–3measures won
level

8.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

Overlap: SPTM, SCHD, VUG

Today

50.7%most shared, SPTM and VUG

SPTMSCHDVUG

SPTM—8.3%50.7%

SCHD8.3%—0.8%

VUG50.7%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPTM$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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