SCHD vs TIZE

ASCHD

BTIZE

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common[…]SCHD and TIZE

SCHD

TIZE

Schwab U.S. Dividend Equity ETF · $123BTCW Securitized Income ETF · $31M

+21.4%3 years · per year$17,908 · […][…]

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

2.91%12-mo yield$291 · $76 on $10k0.76%

−6.9%Worst dropSmaller wins[…]

11.5%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · TIZE

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

Held in common[…]

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

All Four

5Y4 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	ASCHD	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
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	0.0%	new	new	new	new	[…]	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	ASCHD	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
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	0.0%	new	new	new	new	[…]	$31M

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

SCHD vs TIZE

SCHD

Schwab U.S. Dividend Equity

$16,881

TIZE

TCW Securitized Income

[…]

MeasureSCHDTIZE

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield2.91%0.76%

5 years, per year+11.0%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.5%[…]

2–0measures won
SCHD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: SPY, TIZE, SCHD, VIG

Today

42.5%most shared, SPY and VIG

SPYTIZESCHDVIG

SPY—[…]8.4%42.5%

TIZE[…]—[…][…]

SCHD8.4%[…]—14.5%

VIG42.5%[…]14.5%—

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

VIG$144 − $4 = $140

SPY$99 − $9 = $90

TIZE$76 − $40 = $36

KeptFee

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