SYSB vs SCHD

ASYSB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SYSB $10,687

Lowest cost0.06%SCHD · $6 on $10k

Most income4.57%SYSB · $457 on $10k

Smallest drop−5.1%SYSB · worst fall in 1Y

Held in common[…]SYSB and SCHD

SYSB

SCHD

iShares Systematic Bond ETF · $1.4BSchwab U.S. Dividend Equity ETF · $120B

+6.6%3 years · per year$12,098 · $17,266+20.0%

+1.3%5 years · per year$10,687 · $16,267+10.2%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

4.57%12-mo yield$457 · $300 on $10k3.00%

−5.1%Worst dropSmaller wins−6.9%

4.4%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSYSB · SCHD

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

Held in common[…]

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	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
2	ASYSB	iShares Systematic Bond ETFRead Desk		0.25%	4.57%	−0.1%	−0.5%	+0.4%	+6.6%	+1.3%	−5.1%	$1.4B

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	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
2	ASYSB	iShares Systematic Bond ETFRead Desk		0.25%	4.57%	−0.1%	−0.5%	+0.4%	+6.6%	+1.3%	−5.1%	$1.4B

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

SYSB vs SCHD

SYSB

iShares Systematic Bond

$10,687

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSYSBSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield4.57%3.00%

5 years, per year+1.3%+10.2%

3 years, per year+6.6%+20.0%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y4.4%11.7%

3–3measures won
level

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: SYSB, SCHD

Today

[…]holdings […]

SYSBSCHD

SYSB—[…]

SCHD[…]—

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

Income After Fees on $10,000

$432most kept, SYSB

SYSB$457 − $25 = $432

SCHD$300 − $6 = $294

KeptFee

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