TDTF vs SCHD

ATDTF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · TDTF $10,168

Lowest cost0.06%SCHD · $6 on $10k

Most income4.71%TDTF · $471 on $10k

Smallest drop−3.7%TDTF · worst fall in 1Y

Held in common[…]TDTF and SCHD

TDTF

SCHD

Northern Trust iBoxx 5-Year Target Duration TIPS ETF · $1.2BSchwab U.S. Dividend Equity ETF · $123B

+4.6%3 years · per year$11,436 · $17,908+21.4%

+0.3%5 years · per year$10,168 · $16,881+11.0%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

4.71%12-mo yield$471 · $291 on $10k2.91%

−3.7%Worst dropSmaller wins−6.9%

3.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDTF · SCHD

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

Both

5Y2 funds

#			Trend
1	BSCHD	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
2	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.71%	−0.1%	−0.3%	−0.3%	+4.6%	+0.3%	−3.7%	$1.2B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.71%	−0.1%	−0.3%	−0.3%	+4.6%	+0.3%	−3.7%	$1.2B

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

TDTF vs SCHD

TDTF

Northern Trust iBoxx 5-Year Target Duration TIPS

$10,168

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTDTFSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield4.71%2.91%

5 years, per year+0.3%+11.0%

3 years, per year+4.6%+21.4%

Worst drop · 1Y−3.7%−6.9%

Volatility · 1Y3.2%11.5%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

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

Overlap: TDTF, SCHD

Today

[…]holdings […]

TDTFSCHD

TDTF—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$452most kept, TDTF

TDTF$471 − $19 = $452

SCHD$291 − $6 = $285

KeptFee

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