BBC vs SCHD

ABBC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,984XLK · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.0%BBC and SCHD

BBC

SCHD

Virtus Biotech Clinical Trials ETF · $28MSchwab U.S. Dividend Equity ETF · $122B

+36.2%3 years · per year$25,261 · $17,123+19.6%

+0.2%5 years · per year$10,101 · $16,459+10.5%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.46%12-mo yield$146 · $296 on $10k2.96%

−30.2%Worst dropSmaller wins−6.9%

38.8%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBBC · SCHD

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ABBC	Virtus Biotech Clinical Trials ETFRead Desk	0.65%	1.46%	+4.6%	+16.7%	+52.4%	+36.2%	+0.2%	−30.2%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ABBC	Virtus Biotech Clinical Trials ETFRead Desk	0.65%	1.46%	+4.6%	+16.7%	+52.4%	+36.2%	+0.2%	−30.2%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBC vs SCHD

BBC

Virtus Biotech Clinical Trials

$10,101

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureBBCSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.46%2.96%

5 years, per year+0.2%+10.5%

3 years, per year+36.2%+19.6%

Worst drop · 1Y−30.2%−6.9%

Volatility · 1Y38.8%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BBC, SCHD, XLK

Today

3.9%most shared, SCHD and XLK

BBCSCHDXLK

BBC—0.0%0.0%

SCHD0.0%—3.9%

XLK0.0%3.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

BBC$146 − $65 = $81

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee