EXI vs SCHD

AEXI

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · EXI $16,845

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 common4.8%EXI and SCHD

EXI

SCHD

iShares Global Industrials ETF · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+22.3%3 years · per year$18,283 · $17,908+21.4%

+11.0%5 years · per year$16,845 · $16,881+11.0%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

1.12%12-mo yield$112 · $291 on $10k2.91%

−12.4%Worst dropSmaller wins−6.9%

17.6%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsEXI · SCHD

1.3%LMT3.1%

1.2%ADP2.8%

0.8%UPS1.9%

0.6%FAST1.4%

Held in common4.8%

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%	$122.9B
2	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	−0.2%	+8.9%	+10.4%	+22.3%	+11.0%	−12.4%	$1.4B

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%	$122.9B
2	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	−0.2%	+8.9%	+10.4%	+22.3%	+11.0%	−12.4%	$1.4B

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

EXI vs SCHD

EXI

iShares Global Industrials

$16,845

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureEXISCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.12%2.91%

5 years, per year+11.0%+11.0%

3 years, per year+22.3%+21.4%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y17.6%11.5%

4–1measures won
SCHD first

4.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EXI, SCHD

Today

4.8%most shared, EXI and SCHD

EXISCHD

EXI—4.8%

SCHD4.8%—

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

EXI$112 − $38 = $74

KeptFee

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