SPYI vs SCHD

ASPYI

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.36%SPYI · $1,236 on $10k

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

Held in common8.4%SPYI and SCHD

SPYI

SCHD

Neos S&P 500(R) High Income ETF · $12.6BSchwab U.S. Dividend Equity ETF · $120B

+17.0%3 years · per year$16,019 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

12.36%12-mo yield$1,236 · $298 on $10k2.98%

−7.7%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYI · SCHD

0.6%CVX3.9%

0.6%PG4.4%

0.6%KO4.2%

0.6%UNH3.9%

Held in common8.4%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASPYI	Neos S&P 500(R) High Income ETFRead Desk		0.68%	12.36%	−3.5%	+7.6%	+10.0%	+17.0%	new	−7.7%	$12.6B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASPYI	Neos S&P 500(R) High Income ETFRead Desk		0.68%	12.36%	−3.5%	+7.6%	+10.0%	+17.0%	new	−7.7%	$12.6B

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

Cards for this view

SPYI vs SCHD

SPYI

Neos S&P 500(R) High Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSPYISCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield12.36%2.98%

5 years, per year[…]+10.4%

3 years, per year+17.0%+20.3%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y11.3%11.7%

3–2measures won
SCHD first

8.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPYI, SCHD

Today

8.4%most shared, SPYI and SCHD

SPYISCHD

SPYI—8.4%

SCHD8.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,168most kept, SPYI

SPYI$1,236 − $68 = $1,168

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee