TOK vs SCHD

ATOK

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,092TOK · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common6.5%TOK and SCHD

TOK

SCHD

iShares MSCI Kokusai ETF · $235MSchwab U.S. Dividend Equity ETF · $121B

+23.2%3 years · per year$18,688 · $17,908+21.4%

+11.3%5 years · per year$17,092 · $16,881+11.0%

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

1.28%12-mo yield$128 · $291 on $10k2.91%

−9.1%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOK · SCHD

0.5%CVX4.2%

0.4%PG4.3%

0.4%UNH4.0%

0.4%KO4.2%

Held in common6.5%

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	ATOK	iShares MSCI Kokusai ETFRead Desk		0.25%	1.28%	+1.8%	+12.3%	+13.4%	+23.2%	+11.3%	−9.1%	$235M
2	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

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	ATOK	iShares MSCI Kokusai ETFRead Desk		0.25%	1.28%	+1.8%	+12.3%	+13.4%	+23.2%	+11.3%	−9.1%	$235M
2	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

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

TOK vs SCHD

TOK

iShares MSCI Kokusai

$17,092

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTOKSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield1.28%2.91%

5 years, per year+11.3%+11.0%

3 years, per year+23.2%+21.4%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y12.8%11.5%

4–2measures won
SCHD first

6.5%

holdings shared

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: TOK, SCHD

Today

6.5%most shared, TOK and SCHD

TOKSCHD

TOK—6.5%

SCHD6.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

TOK$128 − $25 = $103

KeptFee

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