TDTT vs SCHD

ATDTT

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · TDTT $11,243

Lowest cost0.06%SCHD · $6 on $10k

Most income4.81%TDTT · $481 on $10k

Smallest drop−1.9%TDTT · worst fall in 1Y

Held in common[…]TDTT and SCHD

TDTT

SCHD

Northern Trust iBoxx 3-Year Target Duration TIPS ETF · $2.5BSchwab U.S. Dividend Equity ETF · $123B

+4.9%3 years · per year$11,559 · $17,414+20.3%

+2.4%5 years · per year$11,243 · $16,375+10.4%

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

4.81%12-mo yield$481 · $298 on $10k2.98%

−1.9%Worst dropSmaller wins−6.9%

2.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDTT · SCHD

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

Held in common[…]

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%	$122.9B
2	ATDTT	Northern Trust iBoxx 3-Year Target Duration TIPS ETFRead Desk		0.19%	4.81%	+0.2%	+1.3%	+1.6%	+4.9%	+2.4%	−1.9%	$2.5B

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%	$122.9B
2	ATDTT	Northern Trust iBoxx 3-Year Target Duration TIPS ETFRead Desk		0.19%	4.81%	+0.2%	+1.3%	+1.6%	+4.9%	+2.4%	−1.9%	$2.5B

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

TDTT vs SCHD

TDTT

Northern Trust iBoxx 3-Year Target Duration TIPS

$11,243

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTDTTSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield4.81%2.98%

5 years, per year+2.4%+10.4%

3 years, per year+4.9%+20.3%

Worst drop · 1Y−1.9%−6.9%

Volatility · 1Y2.0%11.7%

3–3measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TDTT, SCHD

Today

[…]holdings […]

TDTTSCHD

TDTT—[…]

SCHD[…]—

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

Income After Fees on $10,000

$462most kept, TDTT

TDTT$481 − $19 = $462

SCHD$298 − $6 = $292

KeptFee

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