SPYM vs SCHD

ASPYM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SCHD $16,352

Lowest cost0.02%SPYM · $2 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common8.3%SPYM and SCHD

SPYM

SCHD

State Street SPDR Portfolio S&P 500 ETF · $185BSchwab U.S. Dividend Equity ETF · $121B

+24.1%3 years · per year$19,092 · $17,784+21.2%

+12.2%5 years · per year$17,749 · $16,352+10.3%

0.02%Expense ratio$2 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $297 on $10k2.97%

−8.9%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.6%UNH3.9%

0.5%MRK3.8%

Held in common8.3%

End-of-day Nov 3, 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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

SPYM vs SCHD

SPYM

SPDR Portfolio S&P 500

$17,749

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSPYMSCHD

Fee0.02%0.06%

Cost on $10k a year$2$6

Yield1.03%2.97%

5 years, per year+12.2%+10.3%

3 years, per year+24.1%+21.2%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y12.7%11.4%

3–3measures won
level

8.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPYM, SCHD

Today

8.3%most shared, SPYM and SCHD

SPYMSCHD

SPYM—8.3%

SCHD8.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee