TLH vs SCHD

ATLH

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · TLH $7,791

Lowest cost0.06%SCHD · $6 on $10k

Most income4.65%TLH · $465 on $10k

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

Held in common[…]TLH and SCHD

TLH

SCHD

iShares 10-20 Year Treasury Bond ETF · $12.2BSchwab U.S. Dividend Equity ETF · $121B

+5.0%3 years · per year$11,581 · $17,908+21.4%

−4.9%5 years · per year$7,791 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

4.65%12-mo yield$465 · $291 on $10k2.91%

−10.3%Worst dropSmaller wins−6.9%

8.1%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLH · 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	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.65%	+0.7%	−1.9%	−2.8%	+5.0%	−4.9%	−10.3%	$12.2B

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%	$121.5B
2	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.65%	+0.7%	−1.9%	−2.8%	+5.0%	−4.9%	−10.3%	$12.2B

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

TLH vs SCHD

TLH

iShares 10-20 Year Treasury Bond

$7,791

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTLHSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.65%2.91%

5 years, per year−4.9%+11.0%

3 years, per year+5.0%+21.4%

Worst drop · 1Y−10.3%−6.9%

Volatility · 1Y8.1%11.5%

4–2measures won
SCHD first

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: TLH, SCHD

Today

[…]holdings […]

TLHSCHD

TLH—[…]

SCHD[…]—

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

Income After Fees on $10,000

$450most kept, TLH

TLH$465 − $15 = $450

SCHD$291 − $6 = $285

KeptFee

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