SPYG vs SCHD

ASPYG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,716SPYG · SCHD $16,267

Lowest cost0.04%SPYG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.0%SPYG and SCHD

SPYG

SCHD

State Street SPDR Portfolio S&P 500 Growth ETF · $54.7BSchwab U.S. Dividend Equity ETF · $120B

+25.0%3 years · per year$19,537 · $17,266+20.0%

+10.8%5 years · per year$16,716 · $16,267+10.2%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

0.52%12-mo yield$52 · $300 on $10k3.00%

−13.4%Worst dropSmaller wins−6.9%

19.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYG · SCHD

0.5%AMGN4.1%

0.5%KO4.3%

0.1%CINF0.7%

Held in common1.0%

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	ASPYG	State Street SPDR Portfolio S&P 500 Growth ETFRead Desk		0.04%	0.52%	+0.9%	+5.5%	+5.4%	+25.0%	+10.8%	−13.4%	$54.7B
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

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	ASPYG	State Street SPDR Portfolio S&P 500 Growth ETFRead Desk		0.04%	0.52%	+0.9%	+5.5%	+5.4%	+25.0%	+10.8%	−13.4%	$54.7B
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

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

SPYG vs SCHD

SPYG

SPDR Portfolio S&P 500 Growth

$16,716

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPYGSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield0.52%3.00%

5 years, per year+10.8%+10.2%

3 years, per year+25.0%+20.0%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y19.5%11.7%

3–3measures won
level

1.0%

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

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: SPYG, SCHD

Today

1.0%most shared, SPYG and SCHD

SPYGSCHD

SPYG—1.0%

SCHD1.0%—

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

SPYG$52 − $4 = $48

KeptFee

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