TIP vs SCHD

ATIP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · TIP $9,896

Lowest cost0.06%SCHD · $6 on $10k

Most income4.25%TIP · $425 on $10k

Smallest drop−4.0%TIP · worst fall in 1Y

Held in common[…]TIP and SCHD

TIP

SCHD

iShares TIPS Bond ETF · $14.6BSchwab U.S. Dividend Equity ETF · $121B

+4.4%3 years · per year$11,395 · $17,908+21.4%

−0.2%5 years · per year$9,896 · $16,881+11.0%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

4.25%12-mo yield$425 · $291 on $10k2.91%

−4.0%Worst dropSmaller wins−6.9%

3.6%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTIP · 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%	$121.5B
2	ATIP	iShares TIPS Bond ETFRead Desk		0.18%	4.25%	0.0%	0.0%	−0.3%	+4.4%	−0.2%	−4.0%	$14.6B

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%	$121.5B
2	ATIP	iShares TIPS Bond ETFRead Desk		0.18%	4.25%	0.0%	0.0%	−0.3%	+4.4%	−0.2%	−4.0%	$14.6B

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

TIP vs SCHD

TIP

iShares TIPS Bond

$9,897

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTIPSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield4.25%2.91%

5 years, per year−0.2%+11.0%

3 years, per year+4.4%+21.4%

Worst drop · 1Y−4.0%−6.9%

Volatility · 1Y3.6%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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TIP, SCHD

Today

[…]holdings […]

TIPSCHD

TIP—[…]

SCHD[…]—

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

Income After Fees on $10,000

$407most kept, TIP

TIP$425 − $18 = $407

SCHD$291 − $6 = $285

KeptFee

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